Senior Leadership Forum


Saturday, Jan. 20 · 12:30-6:00 PM
Sunday, Jan. 21 · 8:00-11:30 AM

Join your peers at a special preconference Senior Leadership Forum designed for independent school advancement professionals with 10 or more years' experience and/or individuals with significant experience who are currently serving in a senior management role.
Separate registration fee required.

Saturday, Jan. 20


Lunch and Introductions

Building Bridges to Engage Independent School Alumni of Color
Learn how to build an alumni of color network that affirms identity, builds relationships and strengthens community. You'll leave understanding what successful outreach to alumni of color looks like, how to collaborate more effectively with colleagues to reach alumni of color, and how to build relationships with alumni of color from the moment of matriculation.
Trina Gary, Founder and Executive Director, Independent Trust

Key Principles of Talent Management
Explore best practices for recruiting talent to your team, and for keeping them happy and motivated to do their best work for your school.
Christina Z.W. Chang, Assistant Vice President, Finance and Talent Management, University of Washington

Networking Reception (with Preconference Forum Attendees)


Sunday, January 21

7:30-8:00 AM

Cutting Off Legal Issues at the Pass: Policies and Practices You Can Use
Responding to crises and concerns is no way to live. Managing risks before they occur can help you smooth the waters of liability before they rear their heads. Identify some of the key risk hot spots in development offices and talk through ways to manage the risks and gain rewards. Discussion topics include privacy, technology agreements, data flow and access, tax issues and more.
Debra Wilson, General Counsel, National Association of Independent Schools

Securing Your School's Future
Achieving a vision takes more than a plan-it takes sustained strategic thinking. Explore some novel ways to prioritize your goals as you plan a campaign, or frame your development operation, for the next six months. Since schools face essential questions about sustainability and affordability in these plans, conveying the importance of endowment will be an important topic addressed in this session. Learn how to shift focus onto short-term goals that lead to immediate action, simplicity and clarity-all toward delivering a robust distant future.
Patricia Voight, Senior Consultant, Schultz & Williams

Closing Thoughts

Forum Adjourns




Blackbaud Carney Sandoe Graham-Pelton Finalsite


Campbell & Company


Brakeley Briscoe CCS Fundraising Donor Search Grenzebach Glier and Associates
GonserGerber imodules


Sepio Capital