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CASE-NAIS Independent Schools Conference 2024
CASE-NAIS Independent Schools Conference 2024
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7:30 AM - 12:00 PM CT
Senior Leadership Forum Pre-Conference Workshop (pre-registration required)
After 14 years as Head of School, one truth remains: the only thing increasing more rapidly than the demands of fundraising on me as Head of School is the reliance I have on my Advancement leader (CAO) and their team. And while the CAO’s gift of strategic and tactical planning on behalf of the Head is key to their Head's success as a fundraiser, the demands on the CAO to understand, filter, interpret, and translate on behalf of and along side of the Head of School are equally, if not more, critical to the success of the School.
Speakers: Kevin Yaley, Head of School, Francis Parker School
Competencies: Relationship BuildingLeadership
Experience Level: Level 5
7:30 AM - 12:00 PM CT
Senior Leadership Forum Pre-Conference Workshop (pre-registration required)
Time is precious! School needs are at all-time high. Join us for an interactive and engaging session to confirm how our institutions should be thinking about bringing out the best in every board member. This is a time to not only be reminded of best practices, but to also share stories of what works to ignite the energy and sustain the motivation of our board members.
Speakers: Catherine Ervin, Director of Advancement, St. Andrew's Episcopal School, Yvette Rios, Chair, Board of Trustees and Capital Campaign Co-Chair, St. Andrew's Episcopal School, Michelle Buchanan, Principal, Dini Spheris
Competencies: Relationship BuildingStrategic Thinking
Experience Level: All Levels
7:30 AM - 12:00 PM CT
Senior Leadership Forum Pre-Conference Workshop (pre-registration required)
The world has changed. Independent schools are facing an uncertain future. The political, social media, environmental, and macroeconomic environments are increasingly turbulent. What we’re encountering is best described as a Polycrisis: Multiple crises happening simultaneously in which “the whole is even more dangerous than the sum of the parts” (Professor Adam Tooze, Ipsos Global Trends 2023). This evolving landscape creates new and increasingly problematic risks that schools must address. Through this session, we will inspire and empower educational leaders to convert the challenges of a Polycrisis into a strategic advantage for their institutions.
We will discuss three critical challenges currently creating a Polycrisis at independent schools: The workforce, constituent engagement, and how best to implement diversity, equity, inclusion, and belonging initiatives. You will gain tools to build your leadership capacity and insights to better navigate this Polycrisis. You will learn about creative fundraising and communications strategies to tackle these challenges. You will also walk away with a plan to turn this Polycrisis into a strategic advantage by drawing on the full range of advancement expertise at your institutions, including communications, marketing, alumni relations, fundraising, and data services.
By addressing a Polycrisis head-on, school leaders and advancement teams can create a new strategic advantage for their schools that allows them to drive institutional goals, manage change, and be successful in an uncertain future.
We will discuss three critical challenges currently creating a Polycrisis at independent schools: The workforce, constituent engagement, and how best to implement diversity, equity, inclusion, and belonging initiatives. You will gain tools to build your leadership capacity and insights to better navigate this Polycrisis. You will learn about creative fundraising and communications strategies to tackle these challenges. You will also walk away with a plan to turn this Polycrisis into a strategic advantage by drawing on the full range of advancement expertise at your institutions, including communications, marketing, alumni relations, fundraising, and data services.
By addressing a Polycrisis head-on, school leaders and advancement teams can create a new strategic advantage for their schools that allows them to drive institutional goals, manage change, and be successful in an uncertain future.
Speakers: Scott Erickson, Head of School, Phillips Brooks School
Competencies: Strategic ThinkingLeadership
7:30 AM - 12:00 PM CT
Senior Leadership Forum Pre-Conference Workshop (pre-registration required)
Registration for Senior Leadership Forum attendees is from 7:30 AM - 8:30 AM in the Lone Star Ballroom Foyer (3rd Floor). Breakfast will be provided for pre-conference workshop attendees.
1:00 PM - 2:30 PM CT
Welcome and Opening Keynote
Join presidents Sue Cunningham (CASE), Debra Wilson (NAIS), and key voices in independent school advancement for a discussion of the future of advancement in schools. This opening panel will challenge our assumptions about our industry, look broadly at trends our leadership believe will affect schools globally, how the advancement office can respond to those, and how our profession will continue to evolve in the coming decades.
Speakers: Sue Cunningham, President and CEO, Council for Advancement and Support of Education, Debra Wilson, President, National Association of Independent Schools, David Smith, Director of Development, Saint Ann’s School, Emilie Henry, Vice President for Institutional Advancement, Westminster Schools
Competencies: LeadershipStrategic Thinking
Experience Level: All Levels
3:00 PM - 4:00 PM CT
The Teamwork Essential for Small Shop Success - Leveraging Leadership and Faculty
Philanthropy can play a crucial role in advancing a school’s ambition. However, in a small shop, we face challenges of limited bandwidth in both human and financial resources. In this session, we will examine tactics to convince your faculty to become advancement advocates and lead to a cultural change to become a truly philanthropic institution. We will discuss key issues we all face and hear examples of leadership and faculty that have played a key role in securing major gifts, including our CFO who has become integral to the major gift fundraising programme.
In this session, we will examine strategies and tactics to clarify a compelling narrative, develop the audience, empower leadership, and establish the internal infrastructure necessary for success.
In this session, we will examine strategies and tactics to clarify a compelling narrative, develop the audience, empower leadership, and establish the internal infrastructure necessary for success.
Speakers: Karen Sandri, Director of Philanthropy & Community Engagement, Aiglon College
Competencies: Integrity and ProfessionalismStrategic Thinking
Experience Level: All Levels
3:00 PM - 4:00 PM CT
Integration at Its Finest - It's More Than Fundraising!
The Head of School and Director of Advancement's relationship requires a unified front that addresses areas far beyond fundraising alone. Join The Altamont School's Head of School Cecil Stodghill and Director of Advancement Stephanie Brooks, CFRE, as they share key data, hints, anecdotes, and strategic steps to enhance your school's advancement efforts. From board relations to capital campaign strategizing, these presenters will offer tried and true practices that have created success for both of them over the years.
Speakers: Stephanie Brooks, Director of Advancement, The Altamont School, Cecil Stodghill, Head of School, The Altamont School
Competencies: Strategic Thinking
Experience Level: All Levels
Topics: Annual GivingMajor gifts
3:00 PM - 4:00 PM CT
#Believe: A Master Class in How to Apply a Growth Mindset IRL
As it turns out, relationship building is strategic! Ted Lasso is the ultimate relationship builder. He genuinely cares about the people around him and puts in the effort to understand and connect with them and doesn't just use people to get what he wants. Through valuing the person in front of him and their unique background and perspectives, he looks for the best in people, even when they make mistakes or disagree with him. He approaches every relationship with empathy and an open mind. In our teams and schools, when we focus on building strong relationships, support systems, and structures that enable clear, honest and kind communication- we will surpass our engagement and fundraising goals EVERY TIME. Join us to learn how two neighboring schools in Hawai’i are collaborating on strategic team-building to ensure broad community engagement and significantly increased philanthropic capacity.
Speakers: Noelehua Archambault, Vice President for Institutional Advancement, Punahou School, Shannon Cleary, Vice President of Institutional Advancement, Mid-Pacific Institute
Competencies: Relationship BuildingLeadership