Sixth Annual Carolinas Alliance for Success in Education

CASE SUMMIT

Collective Impact Investing: Business Case for HBCU Digital Development November 14 – 16, 2019

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CASE SUMMIT

Collective Impact Investing: Business Case for HBCU Digital Development

SUMMIT PARTNERS

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White House Initiative on Historically Black Colleges and Universities National Telecommunications and Information Administration

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Smith Tech-Innovation Center @ JCSU

CASE SUMMIT Welcome From The Desk of President Clarence D. Armbrister

Dear Colleagues, It is my distinct privilege to welcome you to Johnson C. Smith University (JCSU) for the 6th Annual Carolinas Alliance for Success in Education (CASE) Summit. For this momentous occasion, we have gathered prominent educators, funders, providers, community members, and other partners to engage in invaluable cross-sector dialogue. Over the next three days, our discussions will be guided by the overarching theme, "Collective Impact Investing: The Business Case for HBCU Digital Development.” It is wonderful to see our HBCU sister institutions from North Carolina and South Carolina at this year’s Summit. The ideas being examined through interactive panel discussions and networking are critical to the mission of all HBCUs and the communities we anchor. It is my sincere hope that the results produced from this Summit will pave the way to equality and prosperity. As HBCUs, we are force multipliers for economic growth in both urban and rural areas, and to that end, it is vitally important that we prepare our students and served communities to fully harness economic opportunities by eliminating the digital divide and connecting them to the future. I am delighted to acknowledge our HBCU Presidents, Mr. Jonathan Holifield of the White House Initiative on HBCUs, and Ms. Diane Rinaldo, Dr. Francine Alkisswani, and Ms. Maureen Lewis of the National Telecommunications Information Administration (NTIA) for serving as partners at this year's Summit. Their pivotal role in helping to develop the agenda, secure resources, and identify subject matter experts has been integral to making this much-needed gathering a reality. I would also like to express my appreciation to Dr. Diane Bowles and her staff for their continued dedication, loyalty, and teamwork. Finally, I thank each of you for attending this annual event and sharing your expertise. The keys of destiny are in our hands, and it is up to us to guide HBCUs down the road of success. Have a wonderful Summit and thank you again for joining us. Should you have the opportunity to do so, I encourage you to take advantage of the many amenities offered by the beautiful “Queen City” of Charlotte. Sincerely,

Clarence D. Armbrister Page 3

Clarence D. Armbrister, J.D. President

Collective Impact Investing: Business Case for HBCU Digital Development

Welcome From The Desk of the Vice President Government Sponsored Programs and Research (GSPAR)

Dear Friends, As Chair of the 6th Annual Carolinas Alliance for Success in Education (CASE) Summit, I am honored to welcome you to Johnson C. Smith University and the city of Charlotte. Throughout our proceedings, we will engage in thoughtful dialogue to confront the most pressing issues for HBCUs and the communities we serve. Important subthemes of the Summit include: “HBCU Leaders as Empowered Agents of Change,” “Collective Impact Investing and Digital Equity,” “Establishing HBCUs as Impact Hubs that Strengthen Communities,” “Equitable Growth and the Effects of Gentrification,” “Enhancing Innovation at HBCUs for Community & Economic Development,” and “Opportunity Zones & Equitable Development.” HBCUs in the Carolinas have a storied history of establishing strategic partnerships that produce innovation and resources. At this year’s Summit, we will add luster to that history by addressing the diverse needs of urban and rural areas, and will identify a framework to spearhead economic growth by creating access to high-speed broadband networks. It is imperative that we keep our campuses and communities connected to information, which will ensure prosperity. The ideas and partnerships produced by this Summit will not only help underserved constituents in opportunity zones catch up to the future, but become leaders in it. I look forward to watching the evolution of our shared vision and action as we work together during the coming days and beyond. I would like to recognize my Co-Chairs, the Division of Government Sponsored Programs and Research, the Smith Tech Innovation Center, and all other personnel who have made the 6th Annual CASE Summit a success. Thank you for arranging your busy schedules to join us in this endeavor. I will be available throughout your time here and look forward to personally meeting each of you. Sincerely,

Diane Bowles

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Diane Bowles, Ph.D. Division Vice President Government Sponsored Programs and Research

CASE SUMMIT A Message From The National Telecommunications and Information Administration The National Telecommunications and Information Administration (NTIA) is pleased to participate in the 6th Annual Carolinas Alliance for Success in Education Summit, which highlights the importance of Historically Black Colleges and Universities (HBCUs) as force multipliers for economic growth and prosperity. One of NTIA’s core missions is expanding broadband Internet access and adoption in America. We know through our efforts across the country partnering with local communities, and through our extensive research, that there is much work to be done before all Americans are fully connected. This is why I am very excited to announce the launch of our Minority Broadband Initiative, which we hope will provide a new path forward in leveraging the power of HBCU collaboration toward solving broadband deployment challenges in vulnerable communities. NTIA’s Minority Broadband Initiative (MBI) seeks to ensure that HBCUs have a seat at the table when it comes to broadband deployment and adoption in their communities. NTIA believes its current engagement with key stakeholders in this area, as well as the intellectual capital and strategic positioning of HBCU campuses, can be mobilized with the goal of increasing minority involvement in key areas of commerce and digital innovation. One of our goals will be to work with you to increase HBCU leadership participation in broadband planning operations, increasing their presence in federal agency broadband programs, and ensuring their inclusion in the broadband deployment stakeholder ecosystems as well as grant opportunities. I want to especially thank President Clarence Armbrister of Johnson C. Smith University and Johnathan Holifield, Executive Director of the White House Initiative on HBCUs, for their efforts. President Armbrister’s leadership in bringing us together for the CASE Summit ensures that these conversations can continue to happen, and encourages initiatives like NTIA’s MBI. Executive Director Holifield’s and the White House’s dedication to the cause of HBCUs and support for the MBI means a great deal to all of us at NTIA. I deeply appreciate your support for NTIA and our shared missions. I look forward to building on our close relationship in years to come as we confront the challenges of broadband access and use in vulnerable communities. Sincerely,

Diane Rinaldo

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Assistant Secretary, National Telecommunications and Information Administration, Department of Commerce (Acting)

Collective Impact Investing: Business Case for HBCU Digital Development

A Message From The White House Initiative on Historically Black Colleges and Universities As executive director of the White House Initiative on Historically Black Colleges and Universities (HBCUs), I join with the Executive Office of the President of the United States and the U.S. Department of Education to welcome you to the launch of the National Telecommunications and Information Administration (NTIA) Minority Broadband Initiative (MBI.) HBCUs are not only national treasures, they also represent competitive advantages for the states, regions and cities in which they are located and hold a promise of greater educational and economic advancement for more Americans. Indeed, HBCUs serve as force multipliers, exponentially impacting their communities beyond their classrooms. That is why I am excited about the NTIA MBI, supporting economic growth and competitiveness in communities anchored by HBCUs through high-capacity broadband networks and connectivity. This groundbreaking effort can help HBCUs emerge as premier tools and preferred vehicles to inclusively address U.S. education and economic competitiveness challenges, and, thus, improving prospects for enduring and shared prosperity. Moreover, the NTIA MBI is exactly what the President envisioned with Executive Order 13779, “White House Initiative to Promote Excellence and Innovation at Historically Black Colleges and Universities.” In that Order, the President encouraged federal agencies to help strengthen the capacity and competitiveness of HBCUs. I commend Clarence D. “Clay” Armbrister, President, Johnson C. Smith University, for hosting the 6th Annual Carolinas Alliance for Success in Education Summit to highlight collective impact investing for HBCU Digital Development, underscoring the importance of HBCU collaboration. I also extend heartfelt thanks to my good friend, Dr. Diane Bowles, and her staff for first-rate teamwork to develop an agenda that lives the Summit theme, bringing the Johnson C. Smith community into promising dialogue with Charlotte, NC, broadband stakeholders to explore the expansion of Smart Charlotte in the Historic West End. Finally, thank you all for joining and contributing to the critical conversations that will take place throughout the Summit. Sincerely,

Johnathan M. Holifield

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Executive Director, White House Initiative on Historically Black Colleges and Universities Domestic Policy Council

CASE SUMMIT AGENDA PRE-SUMMIT WORKSHOP Thursday, November 14, 2019 1:00pm - 4:30pm 11:00am - 5:00pm

EVENT REGISTRATION

New Science Center (NSC), Innovation Hub #322, 3rd Floor 1:00pm

EMPOWERED HBCU LEADERS OF CHANGE (Boxed Lunches Provided)

1:30pm

Welcome & Introductions

Diane Bowles Vice President, Division of Government Sponsored Programs & Research (GSPAR), Executive Director, Smith Institute for Applied Research, JCSU 1:35pm

Opening Remarks

Clarence D. Armbrister President of Johnson C. Smith University 1:45pm

Opening Remarks

Francine Alkisswani Telecommunications Policy Analyst, National Telecommunications and Information Administration (NTIA) 1:50pm

COMMENTS

Johnathan M. Holifield, Director, White House Initiative on Historically Black Colleges and Universities Domestic Policy Council Jesse F. Russell, Chairman and Chief Executive Officer, incCommunications Solutions, Inc. (ICS) Christopher Bourne, Deputy Assistant Secretary for Innovation, U.S. Department of Housing and Urban Development 2:15pm

CRITICAL CONVERSATIONS: EMPOWERED HBCU LEADERS OF CHANGE

North and South Carolina HBCU Presidents/Chancellors, CIOs, Librarians, Sponsored Programs Directors, and Title III Administrators Facilitator

Francine Alkisswani, NTIA Break Critical Conversations (Continued)

4:30pm

Summation and Pre-Summit Wrap-Up

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3:15pm 3:30pm

Collective Impact Investing: Business Case for HBCU Digital Development

AGENDA SUMMIT OPENING Thursday, November 14, 2019 5:00pm - 7:30pm 5:00pm

RECEPTION & COMMUNITY CONVERSATIONS

New Science Center Auditorium 6:00pm

Remarks & Setting the Agenda

6:05pm

Greetings

Diane Bowles, Vice President, Division of GSPAR Tami B. Simmons, Vice President, Institutional Advancement, JCSU

Phanalphie Rhue, District Director, Office of Rep. Alma Adams (NC-12) 6:15pm COMMUNITY CONVERSATIONS “Equitable Growth or Gentrification? JSCU and the Historic West End Community in the “New Charlotte” Speakers

John Norris, Dean, Academic Support Services, Director of Information

6:30pm

COMMUNITY CONVERSATIONS “Inclusive Tech Based Economic Development” Charlotte, North Carolina, Smart Cities Representatives Facilitator Terik Tidwell, Director, Smith Tech-Innovation Center, JCSU Speakers Amy Huffman, Research and Policy Specialist North Carolina State Broadband Office and Digital Inclusion Bruce Clark, Digital Inclusion Project Manager, Executive Director Digital Charlotte Eric Lewis, Chief Strategy Officer, Charlotte Works James Mitchell, Charlotte City Councilman Jarrod Jones, Community Engagement Program Coordinator at Charlotte Mecklenburg Housing Partnership Jess George, Government & Community Affairs Manager, Google Fiber

7:15 - 7:30pm

Public Comments and Wrap-Up

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Technology, JCSU Monika Rhue, Director, Library Services JCSU

CASE SUMMIT AGENDA Friday, November 15, 2019 8:00am - 2:30pm 8:00am - 12:00pm 8:00am 9:00am

EVENT REGISTRATION

New Science Center Atrium and Auditorium NETWORK & BREAKFAST Greetings

Diane Bowles, Vice President, GSPAR Steven L. Boyd '79, JCSU Trustee Member 9:15am

OFFICIAL LAUNCH - Minority Broadband Initiative Introductions

Francine Alkisswani, NTIA Diane Rinaldo, Acting Assistant Secretary, NTIA Johnathan M. Holifield, White House Initiative on HBCUs 9:30am

CRITICAL CONVERSATIONS Empowered HBCU Leaders of Change: Putting Thoughts into Action Facilitator

Helena Mitchell, Regents Researcher, Georgia Institute of Technology Speakers

James E. Clark, President, South Carolina State University Ernest McNealey, President, Allen University Gregory W. Clinton, Dir. Information Technology, NCCU School of Law 10:15am

BREAK

10:30am

Collective Impact Investing for HBCU Cyberinfrastructure Facilitator

John Norris, Dean, Academic Support Services and Director of Information Technology, JCSU Speakers Joey Brenn, Vice President, Information Technology, Claflin University Henry T. Jackson, Chief Information Officer, North Carolina A&T State University Damian Clarke, Chief Information Officer, Alabama A&M University 11:15am

Enhancing HBCU Competitiveness in National Science Foundation (NSF) Programs Facilitator

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Jolaina Jeff-Cartier, Office of the Director, Office of Integrative Activities, NSF

Collective Impact Investing: Business Case for HBCU Digital Development

AGENDA Friday, November 15, 2019 (Continued) 11:15am

Speakers

Fay Cobb-Payton, Program Director, Division of Computer and Network Systems, NSF

Tonya Smith-Jackson, Program Director, Division of Information and Intelligent Systems, NSF Pamela McCauley, Program Director, Division of Computer and Network Systems, NSF 12:00pm

12:45pm

Collective Impact Investing and Digital Equity Facilitator Lester A. McCorn, President, Clinton College Speakers Jesse F. Russell, Chairman and Chief Executive Officer, incCommunications Solutions, Inc. (ICS) Robert K. Jenkins, Jr., Senior Managing Director, Renaissance Equity Partners; HBCU Opportunity Zones Investments Karl Cureton, Executive Chairman, National Minority Technology Council Break and transition to CASE Summit Luncheon

1:00pm

LUNCH & CONVERSATION

New Science Center Atrium

2:30pm

HBCU Telecommunications Investments: Past, Present, Future Facilitator Stephanie Myers, Vice President, R.J. Myers Publishing Company, National Co-Chair, Black Women for Positive Change Speakers Helena Mitchell, Regents Researcher, Georgia Institute of Technology Mabel Phifer, President, ITS Inc. WRAP-UP & NETWORKING

POST-SUMMIT WORKSHOP CAROLINAS HBCU INNOVATION EXCHANGE Saturday - November 16, 2019 9:30am - 1:00pm 9:30am

Coffee & Connection New Science Center Innovation Room #322 (3rd fl.)

9:45am

Welcome

Terik Tidwell

10:00am 11:00am 12:00pm

CRITICAL CONVERSATIONS: Enhancing Innovation at HBCUs for Community & Economic Development Charlotte Case Study: Opportunity Zones and Equitable Development Lunch & Learn – “RAPID FIRE IDEAS”

1:00pm

POST-SUMMIT WRAP-UP

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Director, Smith Tech Innovation Center, JCSU

CASE SUMMIT

Speakers Biographies

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Charlotte, NC - City Skyline

Collective Impact Investing: Business Case for HBCU Digital Development

Francine E. Alkisswani Telecommunications Policy Analyst, National Telecommunications and Information Administration U.S. Department of Commerce Dr. Alkisswani came to NTIA after having served seven years at Cheyney University of Pennsylvania. Her several roles at Cheyney include: Director of Title III and Sponsored Programs, Dean of Graduate and Extended Education, and Assistant Vice President for Academic Affairs. While at Cheyney, she was responsible for the Title III Comprehensive Five-Year Plan grant award that provided campus-wide telecommunications infrastructure, served on the City of Philadelphia Mayor’s Telecommunications Advisory Committee and the Pennsylvania Governor’s Link-to-Learn Program Task Force. She came to NTIA as evaluation specialist for the Technology Opportunities Program (TOP). In that role she initiated the Department’s first social sciences Broad Agency Announcement (BAA) for research and evaluation relating to the diffusion of telecommunications and information technology applications. The National Association for Equal Opportunity in Higher Education (NAFEO) BAA award report, “Historically Black Colleges and Universities: An Assessment of Networking and Connectivity,” became the catalyst for Public Law 110-315-The Minority Serving Institution Digital and Wireless Technology Opportunity Act. An example of what we now call “evidence-based” policymaking. At NTIA, she has been committed to advocating for and providing technical assistance in support of digital inclusion for vulnerable populations and broadband access for Historically Black Colleges and Universities and their communities. In keeping with that interest, for a little over a year she was on detail from NTIA to the White House Initiative on Historically Black Colleges and Universities under the leadership of its executive director, Johnathan M. Holifield. While there she initiated an Interagency Smart HBCU Cluster. Since returning to NTIA her primary assignment is the Minority Broadband Initiative.

Diane Bowles With more than 30 years of higher education experience as an administrator and a principal investigator for government grants and contracts, Dr. Diane Bowles serves as Vice President for Government Sponsored Programs and Research (GSPAR), Executive Director of the Smith Institute for Applied Research and Title III Director at Johnson C. Smith University in Charlotte, North Carolina. Through the Smith Institute, Dr. Bowles promotes campus-wide undergraduate research activities, to include two Centers of Study on Metacognitive Variables and Minority Health and Family Wellness. Under her direction, the Centers of Study and the Smith Institute provide funding for a robust applied research pilot grant program involving high-quality, faculty led, undergraduate research projects. Dr. Bowles is the founding publisher of Smith Institute, an applied research periodical, in addition to launching the Smith Institute Multidisciplinary Applied Computational Modeling and Simulations (MACMAS) Lab offering cutting-edge computational methods for addressing complex research questions. Dr. Bowles has been recognized on campus with the following awards: 2018 University College Award in recognition of support to Student Success and 2019 Leading Lady Award for commitment to servant and civic leadership. Dr. Bowles received her Ph.D. in Counseling and Psychological Services, Clark Atlanta University; a M.Ed. in Adult Education Program Management, Georgia State University; and a B.S. in Education, Temple University.

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Vice President, Government Sponsored Programs and Research

CASE SUMMIT Christopher Bourne Deputy Assistant Secretary for Innovation, Office of Policy Development and Research, US Department of Housing and Urban Development Colonel Christopher Bourne, US Marine Corps (Ret.) served as an infantry officer during a 28-year active duty career that included command at every level and numerous overseas deployments. He held operations and strategy staff positions up to the Joint Staff at the Pentagon where he was responsible for coalition management, managed the national commitment of forces to UN peacekeeping missions, and led military planning of a Presidential Initiative to improve third world participation in UN missions. In his final active duty assignment, he served as Chief Technology Officer and Chief Training Officer responsible for implementing the experimentation and fielding process at a major command. He joined HUD as Senior Policy Advisor in June 2017. At the direction of Secretary Carson, he formed the Office of Innovation, which was authorized in the Fiscal Year 2019 budget. Christopher holds a bachelor’s degree in Business Administration from Boston University, a master’s degree in Military Studies from the Marine Corps Command and Staff College, and a master’s degree in National Security Strategy from the National War College in Washington, DC.

James (Joey) E. Brenn

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Vice President for Information Technology, Claflin University Mr. James (Joey) E. Brenn has 30 years of experience working in various areas of Information Technology but for the last 14 years, he is the Associate Vice President for Information Technology at Claflin University located in Orangeburg, South Carolina. In this position, he holds responsibility for all technology on the campus. During his tenure at Claflin University, it has undergone a technology transformation, which includes installing Classroom Technology, Data Center Transformations, adoption of Nutanix Hyper convergence, connectivity to Internet2 through Clemson University and a high capacity wireless infrastructure. He is currently working on the development of the Claflin Research Network. Before coming to Claflin University, he worked as Director of IT at Friends University for 6 years and before that, he was self-employed consultant supporting both Microsoft Windows networks and primarily the IBM RISC System 6000.

Collective Impact Investing: Business Case for HBCU Digital Development

James Clark President, South Carolina State University South Carolina State University’s 12th President, Mr. James E. Clark, brings to the presidency a data-driven, results-oriented, business approach that launches and drives positive outcomes. Clark previously served as vice president of a $1- billion division of AT&T and as an Executive Director of the prestigious Bell Lab. In addition, he worked with Gould Incorporated, General Electric, Gillette, and Exxon International. A long-time Benedict College trustee, Clark also chaired the University of South Carolina Research Foundation for three terms. He holds a Master of Science Degree in Management (Marketing) from the Massachusetts Institute of Technology Sloan School of Management (M.I.T.); a Bachelor of Science Degree in Electrical Engineering and Computer Science from M.I.T.; an Honorary Doctor of Engineering and Technology from SC State University, and further studies in Global Leadership and Senior Management Development programs at the University of Michigan and Indiana University.

Damian Clarke

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Chief Information Officer, Alabama A&M University Dr. Clarke is the Chief Information Officer (CIO) and Computer Science Faculty at Alabama Agriculture and Mechanical University (AAMU). As CIO, he oversees the management of the university's network and communications infrastructure that support all levels of research, learning, and teaching. Dr. Clarke serves as the Chair of the Alabama Higher Education CIO (HECIO) Council, which creates synergy among Alabama’s universities and research centers in partnership with state offices to improve service delivery and economic advantages. Dr. Clarke is a founding member of the Minority Serving – Cyberinfrastructure Consortium (MS-CC), a transformational partnership to advance cyberinfrastructure (CI) capabilities on HBCU, HSI, TCU, and MSI campuses, with data, research computing, teaching, collaboration, and capacity-building connections among institutions. Before becoming CIO at AAMU, Damian was the CIO and Computer Science faculty at South Carolina State University (SCSU). Dr. Clarke was the original PI for a two year $500K NSF grant, "CC* Networking Infrastructure: Bulldog Connectivity and Research." SCSU was the first of two HBCUs to receive the CC* Networking Infrastructure award.

CASE SUMMIT Gregory W. Clinton, Sr. Director of Information Technology & Facilities, North Carolina Central University School of Law Mr. Clinton was born and raised in Durham, N.C. He attended Morehouse College where he received a Bachelor of Arts degree in Business Administration. He began working at North Carolina Central University (NCCU) School of Law in July, 1998. Nine years prior to joining NCCU, Clinton provided technology automation consulting services to law firms and churches. Since 1998, information technology services for the Law School community continue to grow in quality and quantity. In 2005, the NCCU School of Law Technology program was ranked 18th in the nation among other law schools by Jurist Magazine.

Karl Cureton

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Executive Chairman, National Minority Technology Council Karl Cureton is Chairman and Chief Executive Officer of the Council Exchange Board of Trade (Council Exchange), a Virginia based non-stock corporation that is registered as a 501c6 research and innovation industry and member driven association representing 65,000 minority tech employers, with a combined $100 Billion sales revenue. The Council Exchange is currently working with a consortium of 13 HBCUs and MSIs and multiple federal agencies, including Commerce, HUD and Energy, to pilot a virtual intern program that gives HBCU students an opportunity to utilizes their cybersecurity skills to solve complex policy and impact issues that our nation’s federal executives have a desire to solve. Mr. Cureton also serves as the Fund Manager for the Community Outcome Fund, the nation’s first employer backed opportunity fund now in development and projected to exceed $1 Billion in mixed investment assets by 2026.

Collective Impact Investing: Business Case for HBCU Digital Development

Jonathan Holifield Executive Director of the White House Initiative on Historically Black Colleges and Universities Mr. Holifield assumed his current position in October 2017. He is a recognized expert in economic and education inclusion and competitiveness, focusing on public-private partnerships and community system building. Prior to his appointment, he co-founded ScaleUp Partners and authored The Future Economy and Inclusive Competitiveness: How Demographic Trends and Innovation Can Create Economic Prosperity for All Americans, as well as the Ohio Department of Higher Education statewide report, Inclusive Competitiveness: Empowering Underrepresented Ohioans to Compete in the Innovation Economy, while serving as Vice President of Inclusive Competitiveness at NorTech, a leading regional innovation cluster. He has also held executive positions with several development organizations, as well as with the Buffalo Olmsted Parks Conservancy and Cleveland Urban League. Mr. Holifield’s contributions include: heading the formation of a regional innovation leadership organization; attracting support from Fortune 500 CEOs, university presidents and elected officials; and raising over $40 million, leveraged to create networks of more than $250 million of early-stage risk capital. Earning his B.A. from West Virginia University, Mr. Holifield was also elected football team captain, and later played for the Cincinnati Bengals of the NFL. He received his J.D. and M.Ed. from the University of Cincinnati and a professional certificate from University of Oklahoma Economic Development Institute.

Amy Huffman

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Research and Policy Specialist, Carolina State Broadband Office and Digital Inclusion Amy is a public servant and storyteller specialized in broadband, digital equity, tech-based economic development, and digital infrastructure. In addition, she is passionate about startups and offer freelance writing and consultation services to the organizations on the ground building North Carolina's startup ecosystem. Amy has worked for a variety of types of public service organizations ranging from a non-profit to the School of Government at the University of North Carolina at Chapel Hill. Currently, she is the Research and Policy Specialist for the Broadband Infrastructure Office housed in the NC Office of Information and Technology Services. Her specialties are broadband, startups, digital equity, economic development, public administration, e-governance, economics and entrepreneurial development.

CASE SUMMIT Henry T. Jackson Vice Chancellor for Information Technology Services & Chief Information Officer, North Carolina A&T University In May, 2017, Mr. Jackson was named vice chancellor for Information Technology and chief information officer after an interim term in that role and previously serving as an assistant vice chancellor of IT. Prior to his service at A&T, Jackson worked in a variety of IT capacities at the University of North Carolina at Pembroke (UNCP) from 1993 to 2015, most notably as chief technology officer. He also taught courses in computer science and management information systems at UNCP as an adjunct faculty member. Jackson is a member of the board for UNC CAUSE, a system-wide organization created by leaders of the 17 constituent campus IT units to exchange ideas and share information. He earned a B.S. in Mathematics from UNCP, an M.S. in Computer Science from the College of William and Mary and an MBA from UNCP. He is currently pursuing a Ph.D. in Leadership Studies at N.C. A&T. He is also a graduate of the EDUCAUSE Institute Management Program.

Jolaina Jeff-Cartier Staff Associate, National Science Foundation A recognized subject matter expert in organizational development and conflict resolution, Jolaina Jeff-Cartier serves as a liaison to the scientific community, organizations and the public on activities related to Broadening Participation in STEM, including the Congressional Advisory Committee on Equal Opportunities in Science and Engineering (CEOSE) and the White House Initiative on Historically Black Colleges and Universities. Jolaina completed her Master’s Degree in Human Resources and her Bachelor’s Degree in Psychology at the University of Cincinnati.

Robert K. Jenkins Jr.

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Founder and Senior Managing Director of Renaissance Equity Partners Mr. Jenkins leads an economic development finance advisory and private equity firm with a focus on emerging domestic communities. REP serves as Fund Manager to the Renaissance HBCU Opportunity Fund, (the Fund), an opportunity fund that invests exclusively in real estate oriented economic development projects that enhance the economic vitality of Historically Black Colleges and Universities (HBCUs) and the surrounding neighborhoods. Bob has accessed the New Markets Tax Credit (NMTC) program to help finance projects across the country with aggregate development costs exceeding $1.5 billion. Prior to organizing REP, Bob was the founding CEO of Hampton Roads Ventures and Deputy Executive Director & Chief Operating Officer of the Norfolk Redevelopment & Housing Authority. An experienced real estate finance attorney, Bob is a graduate of Howard University and the George Washington University School of Law. He is licensed to practice before a number of tribunals including the US Tax Court and the US Supreme Court and has completed post-graduate studies at the MIT Center for Real Estate.

Collective Impact Investing: Business Case for HBCU Digital Development

Pamela McCauley Professor and Director of the Ergonomics Laboratory, University of Central Florida Dr. McCauley is an internationally recognized industrial engineering researcher, educator, entrepreneur and STEM advocate. Her research expertise is in the development of fuzzy mathematical models, human engineering, biomechanics and engineering leadership. Dr. McCauley is a Certified Professional Ergonomist (C.P.E.) and nationally recognized Expert Witness. Author of over 100 publications, and an internationally used Ergonomics textbook, she previously held the position of Martin Luther King, Jr. Visiting Associate Professor of Aeronautics and Astronautics at the Massachusetts Institute of Technology (MIT). She has received federal research funding throughout her career, as well as numerous honors, including the U.S. Fulbright Scholar Specialist Program Award, the U.S. State Department‘s Jefferson Science Fellowship, Florida Engineering Society Educator of the Year and Woman of Color in Technology Educational Leadership Award. In 2017, the National Science Foundation (NSF) selected Dr. McCauley to serve as Program Director for the Innovation Corps (I-Corps) Program.

Lester A. McCorn

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President, Clinton College Rev. Dr. Lester A. McCorn was elected by the Board of Trustees in August of 2018 and inaugurated as the 13th President on November 9, 2018. Clinton College is a private historically Black college (HBCU) in 1894 by the African Methodist Episcopal (A.M.E.) Zion Church. Dr. McCorn was recently chosen to be a part of the 2019 cohort of the Harvard University Seminar for New Presidents. An ordained elder in the African Methodist Episcopal Zion Church who pastored in Baltimore, Atlanta, Chicago, Boston and New Haven, Connecticut, Dr. McCorn is an alumnus of Morehouse College, Yale Divinity School and Chicago Theological Seminary. He holds the Doctor of Ministry (D.Min.) from United Theological Seminary and is currently a candidate for the Doctor of Philosophy (Ph.D.) in Ethical and Creative Leadership, with a concentration in Martin Luther King Jr. Studies and Social Change, at Union Institute and University in Cincinnati, Ohio. He is the author of “Standing on Holy Common Ground: An Afrocentric Ministry Approach for Prophetic Community Engagement.” (MMGI Press: Chicago).

CASE SUMMIT Ernest McNealey President, Allen University In Sept. 2016, Dr. McNealy was appointed President of Allen University after previously serving in that capacity at Stillman College, in Tuscaloosa, Ala., for nearly 16 years. Dr. McNealey has also acted as associate provost and dean of undergraduate academic affairs for the State University of New York at Stony Brook and vice president of academic affairs at Claflin University. During his career, Dr. McNealey has delivered presentations before such gatherings as the NCAA National Conference and the Presidential Peer Seminar, as well as authored papers on governance published by the White House Initiative on Historically Black Colleges and Universities and the Southern Education Foundation. He served as chairman of the board of directors for the National Association for Equal Opportunity in Higher Education and president of the National Association of Presbyterian Colleges and Universities. Dr. McNealey holds a bachelor’s degree from Alabama State University, a master’s from Indiana University and a Ph.D. from The Ohio State University.

Helena Mitchell

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Regents Researcher, Center for Advanced Communications Policy, Georgia Tech Helena Mitchell is a Regents’ Researcher, the highest status bestowed by the Board of Regents, which governs the University System of Georgia for sustained ability to attract resources, in Helena’s case more than $26 million dollars. In tandem, Dr. Mitchell is on the School of Public Policy faculty at the Georgia Institute of Technology and the Principal Investigator for the Rehabilitation Engineering Research Center for Wireless Inclusive Technologies, since 2001. Her research focus includes emergency communications and the development and implementation of next generation technologies. Mitchell works with Federal agencies and stakeholders to increase usability of wireless technologies for vulnerable populations. She has held executive positions at Federal agencies in Washington, DC.

Collective Impact Investing: Business Case for HBCU Digital Development

Stephanie E. Myers Vice President, R.J. Myers Publishing Company National Co-Chair, Black Women for Positive Change Dr. Myers is an Author, Vice President of R.J. Myers Publishing and Consulting Company and volunteer National Co-Chair of Black Women for Positive Change. Over the years, her firm has partnered with HBCUs, the federal government and local government to research the technology status of minority institutions and to propose capacity building solutions. As an author, Dr. Myers wrote and published the “Invisible Queen: Mixed Ancestry Revealed.” This is the story of Queen Sophia Charlotte, Queen of England for 57 years, who had Black Heritage. As National Co-Chair of Black Women for Positive Change, Dr. Myers is focuses on “Changing the Culture of Violence in America, and the World.” For the past 8 years, the organization has sponsored annual Weeks of Positive Change, Non-Violence and Opportunities, where leaders in various cities have organized local and national violence prevention activities. In Y’2020 Dr. Myers goal is to provide access to cutting edge technologies for at-risk youth, to expose them “Alternatives to Violence.” Dr. Myers is a member of Delta Sigma Theta Sorority; and an Alumni of The Links Incorporated.

John Norris

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Dean of Academic Support Services, Director of Information Technology, Johnson C. Smith University, Class of 1991 John Norris has 20 years of higher education experience in information technology and information systems management. He currently serves as the Dean of Academic Support Services where he oversees the management of library services, the office of the registrar and office of institutional research. John is also the Director of Information Technology where he oversees the management of information technology services. He serves as a key advisor to senior administrators on strategies and initiatives to support student learning, service delivery and workplace efficiencies. He is also the Principal Investigator (PI) Title III grant activity designed to enhance campus information technology and to upgrade multimedia classrooms and learning spaces. Prior to joining JCSU, John served in various IT roles including systems analyst, business impact analyst, software trainer and network administrator. John Norris has an M.B.A. from Winthrop University and a B.S. in Computer Science from Johnson C. Smith University.

CASE SUMMIT Fay Cobb Payton Program Director, National Science Foundation Dr. Fay Cobb Payton is a national and international recognized researcher in health care systems, data quality/modeling, tech innovation and inclusive STEM leadership. She is the author of over 100 technical publications, a speaker for academic and industry professional conferences and an associate editor for a number of computing-related journals. She is a University Faculty Scholar and Full Professor of Information Technology at North Carolina State University. She was selected as an American Council on Education Fellow and worked in industry as an industrial and systems engineer, consultant and programmer prior to joining the academy. As Program Director at NSF, she supports a number of agency-wide initiatives along with Computer, Information Sciences & Engineering (CISE) directorate programs (Education & Workforce; Smart & Connected Health).

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Mabel Poe Phifer President, ITS Inc., Telecommunications/ Distance Education Dr. Mabel Poe Phifer has Fifty-eight years of experience in Higher Education, Management Systems Development; LongRange Planning; Fundraising; Proposal/Grant-Writing; Telecommunications, Distance Education, and Online Learning. Presently, Chair and CEO, Center for Leadership, Development and Research, Inc. (CLDR), a 501(c)(3) organization founded in 1987, by a team of HBCU leaders meeting in Washington DC. Dr. Phifer was CLDR Vice-President for Development and Research (CLDR) for 29 years. The CLDR Education Reform Team continues to meet the diverse service requests from college and university trustees, senior administrators, faculty and alumni. Dr. Phifer founded the Black College Satellite Network which linked 105 colleges and universities via satellite; developed the Central Educational Telecommunications Network which served over 5,000 local educational agencies (nationwide), and 850 other higher education institutions for special satellite delivered programs; and provided technical assistance in the development of the Public Health Training Network for the Centers for Disease Control and Prevention (CDC). She also served as President of the Robert R. Moton Institute, which enabled her also to Chair the American Council on Education’s National Commission on Women in Higher Education aimed at increasing the number of women Presidents at major colleges and universities in the United States. In 2001, Dr. Phifer became Program Coordinator of the NASA Engineers Training Program (NET) and has participated as a NASA Peer Reviewer for more than 20 years. Dr. Phifer was President of International Telecommunications Services, Inc., which provided technical assistance for infrastructure design and program development for satellite communications, videoconferencing, webcasting, distance education and telemedicine for foreign governments and NGOs.

Collective Impact Investing: Business Case for HBCU Digital Development

Monika Rhue Director, Library Services, Johnson C. Smith University Monika Rhue is serving as the Director of Library Services and Curation for the James B. Duke Memorial Library at JCSU. She is recognized for her extensive experience in library management, grant writing, archival consulting, and museum curation. Mrs. Rhue has served on the HistoryMakers advisory board and the planning advisory team for 2018-2019 Harvard Radcliffe Workshop on Technology and Archival Processing. She also serves as an archival consultant for the State Archives of North Carolina Traveling Archivist Program and the Board Chair for the HBCU Library Alliance. Recently, Mrs. Rhue was the recipient of 2019 Digital Library Federation fellowship to attend the CLIR and EDUCAUSE Leading Change Institute. In addition to writing, she is developing an animated game to teach students about plagiarism. Mrs. Rhue is also partnering with the Arts and Science Council Culture Blocks to capture and preserve the rich heritage of Northwest Corridor neighborhoods.

Diane Rinaldo

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Assistant Secretary, National Telecommunications and Information Administration, Department of Commerce (Acting) Diane Rinaldo was sworn in as Deputy Assistant Secretary for Communications and Information at the Department of Commerce on April 20, 2018. On May 9, 2019, she became Acting Assistant Secretary for Communications and Information for the Department, and Administrator of the National Telecommunications and Information Administration, the Executive Branch agency principally responsible for advising the President on telecommunications and information policy. Focusing on cybersecurity and technology policy, Diane has extensive experience in government and the private sector throughout her career. She staffed the House Permanent Select Committee on Intelligence, where she was the lead committee staffer on Congress’ landmark cybersecurity legislation, the Cybersecurity Act of 2015. She also served as the oversight and budget monitor for the National Security Agency and the defense network systems, and served as Deputy Chief of Staff to Congressman Mike Rogers as his top technology policy staffer. Recognized for her work on cybersecurity, Rinaldo was awarded the Executive Women’s Forum’s 2016 Influencer of the Year award. She earned a bachelor’s degree in Political Science from the University of Maine and an Executive Certificate from the Kennedy School of Government at Harvard University for cyber studies.

CASE SUMMIT Jesse E. Russell Chairman and CEO, incNetworks Inventor, electrical engineer, and business executive Jesse E. Russell, Sr., Russell received his B.S. degree in electrical engineering from Tennessee State University. As a top honor student, Russell became the first African American to be hired directly from a Historically Black College and University (HBCU) by AT&T Bell Laboratories. The following year, he earned his M. S. degree in electrical engineering from Stanford University. Russell continued to work at Bell Laboratories as a pioneer in the field of cellular and wireless communications, obtaining patents for “Base Station for Mobile Radio Telecommunications Systems,” (1992), the “Mobile Data Telephone,” (1993), and the “Wireless Communication Base Station” (1998). Russell held numerous posts at AT&T, including director of the AT&T Cellular Telecommunication Laboratory and chief technical officer for the Network Wireless Systems Business Unit. From 1996 to 2000, Russell served as vice president of Advanced Communications Technologies for AT&T and Chief Wireless Architect for the AT&T Company. In 2000, Russell became the president and CEO of incNETWORKS®, Inc., a company devoted to developing fourth-generation broadband wireless communications devices and wireless voice, video and data communications equipment. The recipient of numerous recognitions, Mr. Russell is also a member of the Federal Communications Commission’s Technological Advisory Council.

Tonya Smith-Jackson

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Senior Vice Provost for Academic Affairs, NC A&T State University and Program Director, Division of Information and Intelligent Systems, NSF Dr. Smith-Jackson is Professor of Industrial and Systems Engineering and the former Chair of the Industrial and Systems Engineering Department. She served for one year as a rotator at the National Science Foundation in the Computer and Information Science and Engineering (CISE) Directorate (Information and Intelligent Systems Division/Cyber-Human Systems Program) and the Cultivating Cultures in Ethical STEM program. She continues to serve as a program director with expert status. Dr. Smith-Jackson earned MS and PhD degrees from NC State University, her BS degree from UNCChapel Hill, and graduated from the inaugural class of the NC School of Science and Mathematics. She is a Fellow in the Institute of Industrial and Systems Engineers and the Human Factors and Ergonomics Society. Dr. Smith-Jackson rose from Assistant Professor to Full Professor in the Industrial and Systems Engineering Department at Virginia Tech. She has worked as a usability engineer for IBM, Ericsson Mobile Communications (now Sony-Ericsson), and served as an expert witness in systems safety, usability and accident analysis litigation, as well as a manager in county, state and federal government agencies. Her ultimate goal is to advance equity in opportunity and respect for HBCU-initiated research, teaching, scholarship and outreach.

Collective Impact Investing: Business Case for HBCU Digital Development

Terik Tidwell

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Managing Director, Smith Tech-Innovation Center, Johnson C. Smith University Terik Tidwell leads the Access-to-Innovation Initiative, which integrates K-12 education, community engagement, global engagement, STEM-focused entrepreneurship, and workforce development to promote inclusive innovation at JCSU. Previously, he was an Education Pioneers Fellow focused on strategic growth initiatives. For several years, he was an Engagement Manager and Solution Architect at City University of New York, where he was awarded the Innovator of the Year. In 2009, he helped launch the Barack Obama Green Charter High School in New Jersey. Additionally, he was a subject matter expert at two technology startups. In 2017, he was selected as a Young Leader of Americas Fellow and Global Innovation Fellow by the U.S. State Department to enhance International development in Suriname and China. In 2018 & 2019 he was also selected by State Department as an Ecosystem Builder and as US-China Ecosystem Fellow to develop and enhance strategies and policies for inclusive innovation. He is an advisor to the venture philanthropy fund, Greenlight Fund, the Kapor Center for Social Impact and AnitaB.org and a member of the HBCU Tech Innovation Working Group at APLU. He is a graduate of Monmouth University with degrees in Finance, Marketing, and IT.

CASE SUMMIT Post-Summit Speakers Biographies Henry McKoy Henry McKoy is a seasoned professional in business, community and economic development, policy, government, finance, philanthropy and the academic worlds. He is a faculty member and Director of Entrepreneurship at NC Central University in the School of Business. He is also on the faculty of the Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill where he is Professor of Practice in Strategy and Entrepreneurship. In addition, he teaches in Duke University’s Sanford School of Public Policy and is part of the faculty of Duke’s Executive Leadership Institute where he teaches on Public-Private Partnerships. Henry has been a Fellow of the Kenan Institute of Private Enterprise at UNC-Chapel Hill, as well as an Aspen Institute Scholar. He served from 2010-2012 in the North Carolina Department of Commerce where he was appointed by the Governor as Assistant Secretary of Commerce. At Commerce he was the top Community Development official and representative in NC government. His Division oversaw more than one billion dollars in community and economic development investments across hundreds of projects throughout NC in areas of Infrastructure, Housing, and Business. He has worked extensively with federal, state, and local government agencies and officials including Mayors, City Council and County Commissioner members, City and County staff, state representatives and agencies, Congressional offices, and the White House.

Larry Salley

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Larry Salley serves as the Executive Director of the Benedict-Allen Community Development Corporation. In this capacity, he is currently overseeing College and CDC efforts to revitalize the Waverly/Read Street Community and surrounding areas. He has direct responsibility for managing several community development projects; these include HUD-HBCU projects to construct a community police center, as well as build affordable housing. During the past 18 years, Mr. Salley has managed seven HBCU (1995, 2000, 2001, 2002, 2004, 2006, and 2007) projects that contributed to the growth of the local community. He is also directing a newly funded initiative entitled, YouthBuild, to train 60 area youth and provide them with educational and supportive services. He is overseeing a financial literacy initiative, and directs our Community Housing Development Organization (CHDO) which utilizes HUD HOME funds to provide home ownership opportunities for low-income persons in distressed urban communities. Mr. Salley has served as Executive Director of a community action agency serving low-income rural residents. In that capacity he had responsibility for administering several programs including JTPA, Head start, the Low-Income Home Energy Assistance Program, Community Service Block Grant programs, weatherization, housing rehabilitation, housing counseling, an emergency homeless shelter, and crisis intervention.

Collective Impact Investing: Business Case for HBCU Digital Development

Laura Collins Dr. Laura Collins serves as the Interim Assistant Vice Chancellor for Outreach & Economic Development. She is responsible for reviewing all requests for patent licensing with regard to protection of the university’s intellectual property. Before joining the Office of Outreach and Economic Development in 2010, Laura spent 10 years with intellectual property law firms. As a patent agent and scientific advisor, she prosecuted foreign and domestic patent applications on topics, including radiolabeled antibodies, small molecule and biotech therapeutics, microfluidic devices, activated carbons used in electric double layer capacitors, and silicon inks used in printed electronics. She also conducted inventorship investigations, as well as freedom to operate and prior art landscape analyses. Laura earned her Ph.D. in Chemistry from UNC Chapel Hill. She received undergraduate degrees in chemistry, with honors, and history from Bryn Mawr College. She is admitted to practice before the U.S. Patent and Trademark Office and is a member of the American Chemical Society.

Jeanne Milliken Bonds Jeanne Milliken Bonds is the Professor of Practice at UNC-Kenan-Flagler where she oversees the Invest-to-Sustain initiative. Previously she was the Senior Manager, Regional Community Development for the Federal Reserve Bank of Richmond. In her role, she provided leadership for strategic stakeholder collaboration and community-level solutions, focusing on low- and moderateincome and underserved communities in support of the Federal Reserve System’s Community Development function.

Special Acknowledgement

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Maureen Lewis Ms. Lewis is a member of the domestic policy staff at the National Telecommunications and Information Administration (NTIA), an agency of the U. S. Department of Commerce. NTIA is the executive branch agency principally responsible for advising the Administration on telecommunications and information policy. In her role as Director of Minority Telecommunications Development, Ms. Lewis develops and advocates policies to promote minority ownership of media and telecommunications enterprises and affordable access to information technology. In addition, she serves as a senior policy analyst advising on such issues as media, Internet domain names, universal service, small business development, and broadband adoption and use. Previously, Ms. Lewis served as general counsel of the Alliance for Public Technology advocating for ubiquitous and affordable broadband. She was also senior counsel at Howard University, where she represented the radio and television stations, among other departments. Ms. Lewis began her career at the Federal Trade Commission as an antitrust attorney and advisor to Commissioner Mary Azcuenaga. She received her J.D. from Georgetown University Law Center in Washington, DC and her B.A., cum laude, in Economics from Spelman College in Atlanta, GA. She is a member of the bar of the District of Columbia and the United States Supreme Court. Ms. Lewis is board secretary of TRPC, the Policy Research Conference and serves on the Women's Advisory Board for the Girl Scout Council of the Nation's Capital.

CASE SUMMIT

*NORTH CAROLINA HBCUs* Public, Four-Year Colleges     

Elizabeth City State University Fayetteville State University North Carolina Agricultural & Technical State University North Carolina Central University Winston Salem State University

Private, Four-Year Colleges      

Barber Scotia College Bennett College Johnson C. Smith University Livingstone College St. Augustine’s University Shaw University

*SOUTH CAROLINA HBCUs* Public, Four-Year College

 South Carolina State University

Public, Two-Year College

 Denmark Technical College

Private, Four-Year Colleges     

Allen University Benedict College Claflin University Morris College Voorhees College

Private, Two-Year College Page 27

 Clinton College

Collective Impact Investing: Business Case for HBCU Digital Development

Special Thanks

On behalf of the members of the 6th Annual CASE Summit Planning Committee, we offer special thanks to the staff of the White House Initiative on HBCUs, the National Telecommunications and Information Administration, Johnson C. Smith University, and all participating colleges and universities in North Carolina and South Carolina for their support of this CASE Summit. THANK YOU!

6TH Annual CASE Summit Planning Committee

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Francine E. Alkisswani Diane Bowles Donnett Y. M. Johnson Maureen Lewis Chettie M. Martin Terik Tidwell

CASE SUMMIT

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SUMMIT NOTES

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SUMMIT NOTES