Explore the full agenda below for session details and presenter information.
Just need a quick summary? Visit the Schedule at a Glance.
Wednesday: Best Dressed in College Spirit Competition - Show off your style, creativity, and confidence for a chance to win an exciting prize. Don’t forget to bring some swag from your school to share with the group!
Best Dressed in College Spirit
Sticky Wall, Sticky Situations: The (unfiltered) side of institutional research.
Kick off the conference with light morning refreshments during check-in. Enjoy a selection of bagels, pastries, and fresh fruit—perfect for a quick bite before the sessions begin. It’s a casual start to the day and a chance to say hello to fellow attendees.
Best Dressed in College Spirit
Show off your school pride with style and creativity for a chance to win a prize! Bring extra swag to share the spirit with others!
Sticky Wall, Sticky Situations: The (unfiltered) side of institutional research.
Day 1: “When Things Got Sticky…”
Share a brief, anonymous story about a real challenge or complication you've faced in your institutional research work… something that got unexpectedly sticky.
Teresa Bailey, President AZAIR
Associate Director of Institutional Research, Eastern Arizona College
Andrew Morse, Ph.D.
Vice President for Development and Strategic Partnerships
Complete College America
The summary is: In a Survival Guide for Leaders, Heifetz and Linsky note that when we undertake complex challenges with no evident technical solution, we should never, ever, ever…ever go alone. While we have created strong communities committed to learner access and success, we continue to navigate barriers due to the enduring scourge of poverty and other challenges to further enhance access and completion. So who else do we invite to confront these challenges? What future roles must data, technology, policy, and systems change play in confronting the lingering complex challenges in front of us? And how might we work differently than we ever have before in living our commitment to the access and success of all learners? This talk will offer perspectives and national high impact practices as we approach these questions.
Andrew Quentin Morse, Ph.D., joined Complete College America in April 2025 as Vice President for Development and Strategic Partnerships. In his role, Morse leads CCA’s fundraising initiatives to further enhance CCA’s national impact on policy and practice on postsecondary access and completion. With a career that has spanned five states and Washington, DC, Morse came to CCA ready to advance state and federal-level initiatives through his role.
Prior to CCA, Dr. Morse served as the Vice President for University Relations at Central Washington University. There, he led a comprehensive reorganization of the university’s marketing, branding, and strategic communications functions, leading initiatives that produced year-over-year increases in post-pandemic first-year enrollment. Recognizing that public universities serve as stewards of place, Morse launched an economic development enterprise at CWU, Business and Community Services, responsible for partnering with communities to support a thriving economy and workforce throughout the central Washington region and beyond. Further, Morse partnered with state agencies, school districts, nonprofits, and other key stakeholders to create and implement guaranteed and automated financial aid and admissions processes that greatly reduce the burden that many first-generation and poverty-impacted students face in navigating the
Before CWU, Morse was chief of staff and senior adviser to the president at the University of Northern Iowa. There, Morse led a nationwide initiative to reimagine the federal role in educator preparation, culminating in bicameral legislation known as the EDUCATORS for America Act that boasted more than 40 cosponsors in the previous Congress. Morse also successfully lobbied for $26.5 million in federal appropriations for economic and workforce development projects related to the adoption of robotic and automation technologies across the American manufacturing supply chain. And with state, federal, and philanthropic funding, Dr. Morse successfully launched UNI@Iowa Community Colleges, effectively eliminating education deserts in the State of Iowa through a seamless pathway for place-bound learners to pursue a bachelor’s degree from UNI through their home community college.
Morse has authored policy briefs, book chapters, and journal articles on a variety of higher education policy themes, including state-level accountability policy, human and civil rights issues, and military-connected student access and success, among others.
He holds a Master of Science (M.S.) and Doctor of Philosophy (Ph.D.) in Higher Education Administration from the University of Tennessee, Knoxville, with a concentration in Higher Education Policy. He also earned a Bachelor of Arts (BA) in Psychology from the University of Northern Iowa, where he was part of the University Honors Program.
Regulatory Reporting
Presenters
Meredith Abrams
Director of Institutional Effectiveness
Maricopa County Community College District
Stephnie Hopple
District Director
Maricopa County Community College District
Adam Lee
Planning Research Analyst, Sr.
Maricopa County Community College District
1) Immersive Helios Drum Experience
The session will provide an Introduction and Overview of the Tools, Resources and Projects connected to the Decision Theater.
Presenter
ASU Helios Decision Center for Educational Excellence
2) AI in Institutional Research and Reporting: Fantasy vs Reality
Artificial Intelligence (AI) is everywhere in the news and making an impact on nearly every industry. Higher Education is no exception and is experiencing rapid change due to AI both inside the classroom and within administration of the school. Schools are crafting policy, framework, governance, adoption, training and monitoring plans. But how is AI impacting institutional research and reporting? This presentation will look at the promise and the reality of AI to IR and reporting for institutions. Fundamentally, we’ll explore and discuss the question “What should I consider when considering AI in reporting?”
Presenter
Rebecca Whitehead, Senior Director, Product Management at Anthology
3) ASSIST Steering Committee (Closed Meeting)
Choose From:
Community College Session:
2025 Strategic Vision Report
David Borofsky
Executive Director
Arizona Community College Coordinating Council
Dr. Carrie Kisker
Kisker Education Consulting
Tri-U University Discussion
Facilitated by
Alecia Radatz,
Senior Director, Institutional Analysis
Arizona State University
Scott Brenden,
Assistant Director, UOIA Institutional Quality
Arizona State University
Aligning Data Governance and Privacy: Building Sustainable, Cross-Campus Framework
As colleges and universities increasingly use data to inform decisions and improve outcomes, and as the volume and complexity of that data continue to grow, aligning governance and privacy efforts is essential to ensuring ethical, effective, and compliant practices. This session will explore strategies for building cross-functional frameworks that reflect institutional values while navigating real-world complexity. Using Arizona State University’s model as one example, presenters will share practical approaches to structuring advisory groups, engaging stakeholders, aligning roles, and connecting policy with practice. Participants will reflect on their own institutional contexts and challenges and will take part in a hands-on stakeholder mapping activity to visualize their current data governance and privacy landscape. This exercise will support group discussion and idea exchange, helping participants identify opportunities to strengthen data stewardship on their campuses.
Presenters
Olli Honkkila
Data Governance and Administration Manager
Arizona State University
Ben Archer
Privacy Manager
Arizona State University
An informal gathering after the Day 1 sessions for those who want to connect further. This is not included in the conference registration and will be pay-your-own-way.
Sticky Wall, Sticky Situations: The (unfiltered) side of institutional research.
Sticky Wall, Sticky Situations: The (unfiltered) side of institutional research.
Day 2: “How did you unstick yourself?”
Reflect on how you navigated your sticky situation: what you did, what you learned, or what you changed to move forward and grow from it.
Welcome and Opening Remarks
Teresa Bailey, President AZAIR
Phillip Wallace
Director of Development Analytics
Georgia Tech
Phillip Wallace joins us virtually to present his standout session, Beyond Waffle House.
Phillip Wallace is a data and analytics leader who thrives at turning numbers into insights that drive strategic action, bridge gaps, and illuminate blind spots. As Director of Development Analytics at Georgia Tech, he enhances the pool of potential donors for Transforming Tomorrow: The Campaign for Georgia Tech, while providing critical insights on progress and performance.
Phillip previously served as director of Knowledge Management at UNCF's Institute for Capacity Building, where he partnered with Historically Black Colleges and Universities to shape data strategy, cultivate communities of data fluency, and strengthen analytics capabilities to support student outcomes and organizational excellence. He has 18 years of experience in higher education data roles across advancement, strategic planning, institutional research, and human resources which enables him to be a strategic partner, aligning data initiatives with organizational priorities and navigating solutions for key challenges and goals."
Copilot: The AI Sidekick You Didn’t Know You Had
Explore the fundamentals of using Copilot as your own AI assistant. Discover how Copilot helps increase your productivity and reduces manual, repetitive tasks so you have more time for higher-value work. Find out how to summarize and draft emails, create compelling PowerPoint presentations, jump-start your creativity in Word, and make more-informed decisions through transformed data analysis in Excel.
Presenter
Trevor Hart
Institutional Research Analyst
Eastern Arizona College
Immersive Helios Drum Experience
The session will focus on an overview of our tools and highlight what is new and Upcoming from the Decision Center.
Presenter
ASU Helios Decision Center for Educational Excellence
This session will highlight insights from the AIA Data Collaborative’s Lateral Transfers project, a multi-university research initiative focused on understanding student transfer pathways and outcomes through shared data and coordinated analysis. Presenters will share the practical frameworks and strategies that have enabled sustained collaboration across institutions, including aligning methodologies, navigating institutional differences, and maintaining momentum. Attendees will gain actionable guidance on launching cross-campus research projects, managing complexity across diverse data systems and governance structures, and fostering trust and efficiency in multi-institutional partnerships. The session will also include interactive time for participants to exchange ideas and spark new opportunities for cross-institutional collaboration.
Presenters
Carmin Chan
Vice Provost
NAU Online
Austin Stumpf
Associate Director, Enrollment Analysis
Arizona State University
Michael Wilson
Senior Planning Analyst
Arizona State University
Join us for the AzAIR Business Lunch—a dedicated time for organizational updates, annual elections, and meaningful conversation with fellow attendees. This lunch offers more than just a meal; it's a chance to engage with the AzAIR community, contribute to the future of the organization, and continue building connections. A full lunch will be provided.
Speed Data-ing: Dashboards, Reports, and Ideas Worth Swiping Right On
Get inspired in this fast-paced showcase featuring AzAIR institutions each sharing a data tool they’re proud of. From dashboards to decision-support reports, you’ll hear what it is, who it’s for, and one key insight or lesson learned. As you listen, jot down the ideas you’d “swipe right” on, including tools, techniques, or takeaways you’d like to bring back to your own campus. You’ll leave with a personalized list of peer-tested ideas ready to explore.
Presenters
AzAIR Community
Lori Lindenberg
AVP of Institutional Research and Planning
Scottsdale Community College
Future-Proofing Your IR Team:
A Strategic Foresight Workshop
In this interactive workshop, participants will explore early signals of change in higher education and use strategic foresight tools to anticipate future scenarios. You’ll leave with a simple future-preparedness plan for your IR team and practical ideas for building curiosity, flexibility, and long-term thinking into your daily work.
Presenter
Alecia Radatz
Senior Director, Institutional Analysis
Arizona State University
Anthology is the Edtech innovation leader. We offer the only complete solution ecosystem specifically designed to lead learners and institutions through today’s rapid and unprecedented change.
With product development driven by collaboration with customers, industry-leading AI capabilities, unmatched speed of innovation to market, deep commitment to data privacy and security, and complete global services from implementation through growth, we are uniquely positioned to help you deliver any type of program and empower everyone across your institution to thrive.