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CASE-NAIS Independent Schools Conference 2026

Senior Leadership Forum (separate registration required)

Sunday, January 25, 2026
8:30 AM - 12:00 PM PT
Speaker(s): Jeff Berndt, Director Of Advancement, Jonathan Bridge, Assistant Head of School for Advancement, University School, Andrew Esparza, Founder, Kingdom Analytics, Daiga Galins, Fundraising Consultant, Scott Jolly, Assistant Headmaster for External Affairs, St. Mark's School of Texas, Ann Lefeve Snyder, VP of Strategic Initiatives, National Association of Independent Schools, Andrew Weller, Dean of Admissions and Enrollment, The Birch Wathen Lenox School
Preconference

*Separate registration required
The Senior Leadership Forum is a deep learning opportunity for chief advancement or communication officers, heads of school, trustees, and other school leaders to explore high level topics including building trust with your board, the leadership work needed to secure transformative gifts, and the opportunity for AI to inform your strategies.

This preconference workshop will include:
The Trust Factor: How AI and Psychographics Turn Donors into Believers
Big gifts don’t come from big asks. They come from big trust, and the smartest schools are now using AI to understand exactly how to build it. In this high-energy session, a senior school leader and an AI expert team up with a special guest AI copresenter to reveal how the latest advancements in artificial intelligence and psychographic data are transforming advancement strategy. You will see how you can uncover the values, motivations, and emotional drivers behind giving, helping leadership teams build genuine confidence with donors and each other. Learn how today’s top schools are combining behavioral insights and AI to predict donor behavior, personalize engagement, and strengthen trust across the entire philanthropic ecosystem. This is a look into the future of relationships, where data, discernment, and authenticity work together to inspire transformational gifts that advance mission.

Building Constituent Trust in the Era of Grievance: What You Need to Know & Do This Year
Engaging with your constituents is difficult right now. Whether it's polarization, challenges between different generations of faculty and staff, or a general sense that "parents don't trust schools like they used to," things are tricky—to say the least. As we face the largest intergenerational wealth transfer in history, school leaders and revenue-generating teams must adapt to the unique preferences, motivations, and communication styles of different generations to maximize both tuition and advancement revenue. Get an overview of psychographic trends among millennial and Generation X audiences and actionable ideas to craft compelling strategies and messages that resonate with diverse groups that make up your school community.

Gifts of Significance: Working with High-Potential Donors on Meaningful Gifts
Hear from four seasoned advancement leaders who have built their careers on working with high-level donors. This panel discussion will review the mindset required to have success with our highest-level donors. What time should be carved out for this work? Where does it fit in the priorities for the head of school, board leaders, and advancement professionals? Each panelist will be involved in posing questions that are on the minds of many.

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