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One-Hour Workshops: Management Track

Designed primarily for business officers, financial aid directors, division heads, deans, and heads, these workshops focus on the day-to-day management of people, programs, and operations.

  • Block 1 (Thursday, February 27, 8:00 - 9:00 AM)
    • Dare to Explore Beyond the Campus Bubble: Leveraging the Community for Learning

      Northern Hemisphere E-1

      How can you foster meaningful community relationships? Discover how to leverage public, private, and non-profit expertise to create powerful service learning, PBL, and design thinking. Learn how to cultivate partners, build sustainable networks, articulate your school’s value, and identify community needs. Leave with a guide for next steps.
      Chad Faber and George Zaninovich, Catlin Gabel (OR); Greg Bamford, Leading is Learning (WA)
      Programmatic Sustainability
    • Is Your School in Employment Law Jeopardy?

      Northern Hemisphere A-1

      Taking a "quiz show" style approach, this interactive session will invite participants to test their knowledge of independent school employment law issues. Designed to be engaging and informative, the session also will address common areas of confusion and mistakes regarding employment law in the independent school workplace.
      Heather Broadwater and Caryn Pass, Venable LLP (DC); Liane Faermann, Springside Chestnut Hill Academy (PA)
      Daily Work of School Leaders
    • The Next Step in Embracing Diversity: The Transgender Student

      Northern Hemisphere A-2

      If your school has not dealt with this issue yet: be prepared, it’s coming. Discuss the many practical and legal issues that can arise in handling gender identity issues. Examine considerations about use of restrooms; modifying policies, rules and practices;  confidentiality and student records; facilities planning; physical education classes; and intramural and interscholastic athletic activities.  
      Linda Johnson, McLane, Graf, Raulerson & Middleton (NH); Mary Carter, The Derryfield School (NH)
      Demographic Sustainability
  • Block 2 (Thursday, February 27, 12:00 - 1:00 PM)
    • Day Schools and International Students: New Models

      Asia 4

      More and more day schools are actively recruiting international students, especially from China. The traditional home stay and ESL model may not be the best for schools or students. International Education Opportunities and a group of Philadelphia schools think they have a better idea.
      Tracey Osecki and Christian Brena, International Education Opportunities (PA); Kathleen Tkac, Springside Chestnut Hill Academy (PA)
      Global Sustainability
    • Downsizing to Grow Your School

      Americas Seminar Room

      Examine the decreasing U.S. birth rate, growing family financial aid needs, increasing technology use in learning, parental pressure for higher academic achievement, student entitlement/diminishing patience, and faculty difficulty with educational change and discuss how to think strategically about your school's future using the “Downsizing to Grow” model.  Uncover practical tips to reduce anxiety.
      Rich Odell, IMG Academy (FL)
      Financial Sustainability
    • Enterprise Risk Management at Your School: Getting Started

      Europe 2

      Rising costs, declining enrollments, sexual assault, or a study abroad program gone wrong —  issues that could cause damage to your school. It’s critical that heads and trustees examine risks that could impede the school’s ability to achieve its mission.   Learn about an enterprise risk management (ERM) model and other strategies to “jump start” a risk management process.
      Constance Neary, United Educators (MD); Debra Wilson, NAIS (DC)
      Daily Work of School Leaders
    • Enterprise Risk Management at Your School: Getting Started

      Europe 2

      Rising costs, declining enrollments, sexual assault, or a study abroad program gone wrong —  issues that could cause damage to your school. It’s critical that heads and trustees examine risks that could impede the school’s ability to achieve its mission.   Learn about an enterprise risk management (ERM) model and other strategies to “jump start” a risk management process.
      Constance Neary, United Educators (MD); Debra Wilson, NAIS (DC)
      Daily Work of School Leaders
      Block2ERM (PPTX, 340 KB)
    • Evaluating Noncognitive Attributes in Admissions

      Northern Hemisphere E-1

      While quantitative cognitive assessment will always be valuable for admissions assessment, it is no longer sufficient (if it ever was).  Explore current research and interesting developments around creativity and so-called "non-cognitive" assessment and the implications for use in admissions and beyond.
      Jonathan Martin, JonathanEMartin Ed Services (AZ); Nancy Hayes, New Canaan Country School (CT); Heather Hoerle and Aimee Gruber, SSATB (NJ)
      Daily Work of School Leaders
    • International and Exchange Programs: Managing the Process and Risks

      Oceanic 5

      As schools find more ways to raise revenue, they increasingly look to the financial opportunities that international student programs provide. Unfortunately, without proper planning, many schools have found their programs do not adequately protect them. Learn how to plan and protect your school from liability.
      Suzanne Bogdan, Fisher & Phillips, LLP (FL); Sean Murphy, St. Andrew's Episcopal School (TX)
      Global Sustainability
    • Legal Requirements and Best Practices for Online Enrollment Agreements

      Oceanic 3

      Discuss common traps that schools fall into when converting to online enrollment agreements, as well as easy ways to avoid them. Take home helpful checklists for improving your school’s enrollment agreements and online process, provided by experienced legal counsel and author of an NAIS white paper regarding online enrollment agreements will.
      Will Hannum, Schwartz Hannum PC (MA)
      Daily Work of School Leaders
    • On Your Own: Analysis of a Head of School Contract

      Oceanic 1

      A head may negotiate his or her own contract. Learn how you can succeed. Review examples of key contract provisions, how to do the research on what to expect from your school, strategy, the role of the school’s search consultant, and how to keep the negotiations in perspective with your family. Questions and participation welcome.
      Terrence Briggs, Bowditch & Dewey, LLP (MA); Ron Cino, Worcester Academy (MA)
      Programmatic Sustainability
    • Student Privacy and the School Counselor: How Much Can We Share

      Northern Hemisphere E-3

      The tug between student expectations of confidentiality and parent and school access to information can strain relations with families and expose schools to liability. A school administrator, counselor, and lawyer consider the counselor’s professional obligations, a parent’s right to information, and a school’s legal exposure.
      Caryn Pass, Venable, LLP (DC); Jim Best, The Dalton School (NY); Carlos Prieto, The Packer Collegiate Institute (NY)
      Daily Work of School Leaders
  • Block 3 (Thursday, February 27, 1:30 - 2:30 PM)
    • A Duty to the Student? Protecting the Good, the Bad, and the Ugly

      Southern Hemisphere II

      The legal tide is changing. Parents are becoming more litigious and new legal theories are emerging. At the forefront is the school’s duty to act “in loco parentis” in all circumstances – even when the student being protected by the school is the accused wrongdoer. Review unique areas of exposure and key strategies to minimize risk.
      Candice Pinares-Baez, Fisher & Phillips, LLP (FL); Diane Jones, Saint Andrew's School (FL)
      Daily Work of School Leaders
      Block3Duty (PDF, 816 KB)
    • Building a Sustainable Campus and Future Through Educationally-Focused Planning

      Oceanic 1

      Educationally focused master planning positions a school to optimize its investment . Successfully executed, it aligns with the school’s mission, shapes investment decisions, and guides advancement opportunities. Gain an overview of key master planning considerations and process tools to retain, explore, and apply.
      Michael Bergin, Miss Porter's School (CT); Shelley Reese, The Learning Center for the Deaf (MA); James A. Barrett, Drummey Rosane Anderson, Inc. (MA)
      Financial Sustainability
    • Equitably Rewarding Outstanding Teacher-Leaders: A Matrix Approach

      Asia 3

      Does your compensation system advance outstanding teachers for their teaching, school-wide engagement, and professional growth throughout their careers? Learn how the Bullis School devised a competency-based matrix to integrate teaching and learning, promote rigorous reflection and evaluation, and build a broad base of collaborative leadership within the existing budget.
      Natasha Nazareth-Phelps, Betsy Kelly, Gerald Boarman, Andrew Delinsky, and Constance Giles, Bullis School (MD)
      Daily Work of School Leaders
    • Exceptions to the Rule: When Bad Ideas Are Good

      Oceanic 5

      Schools are frequently admonished to abide by the law and follow best practices. Discuss when it is appropriate to deny FMLA leave, forego a harassment investigation, refuse to engage in the interactive process, reject reasonable accommodations, and allow employees to volunteer. Review how the size and type of school, as well as details of the law, make these otherwise bad ideas good.
      Michael Blacher, Liebert Cassidy Whitmore (CA)
      Daily Work of School Leaders
  • Block 4 (Friday, February 28, 8:00 - 9:00 AM)
    • American Education Overseas: Exploring Partnership Schools in China

      Oceanic 5

      Explore the next phase of international education as collaboration between institutions leads to greater educational opportunities for students and educators. Follow two heads of independent schools as they discuss their unique programs and experiences establishing partnership schools in China. Learn about the potential of such programs and the challenges they face.
      Peter Gangemi, Cambridge Institute of International Education (MA); Frank Phillips, St. Mary's School Medford (OR); Shane Foster, The Barstow School (MO)
      Global Sustainability
    • Financial Sustainability in Tough Times: One School's Success Story

      Northern Hemisphere E-3

      In 2007, Maret sought to break the traditional, non-sustainable tuition model and created a strategic financial model that integrates enrollment management, long-term financial planning, and aggressive fund-raising. Learn how the school consistently lowered tuition increases while increasing salaries, financial aid, and curricular innovation over the past six years.
      Sally Dunkelberger, Darwin Walker, and Mary Zients, Maret School (DC)
      Financial Sustainability
    • How to Integrate Summer Programs into Your Risk Management Plan

      Oceanic 4

      Summer programs are an important source of revenue but should not be overlooked as source of potential serious risk. Learn how to integrate risk management procedures into a summer program. Programs with limited schedules and budgets can address key student safety issues on a limited scale. Learn which policies, procedures and training are crucial for summer programs.
       
      David Wolowitz, McLane Law Firm (MA); Ethan Shapiro, Phillips Exeter Academy (NH)
      Programmatic Sustainability
    • More than Food: Secrets to Creating a Sustainable Foodservice

      Oceanic 1

      Discover how your cafeteria can be an alternative revenue source while aligning nutrition, sustainability, curriculum, and community at the same time. Explore Nardin Academy’s experience working with Beyond Green, a sustainable foodservice consultancy, to build a holistic food program that is about more than quality food.
      Greg Christian, Beyond Green Sustainable Food Partners (IL); Leslie Johnson, Nardin Academy (NY)
      Environmental Sustainability
  • Block 5 (Friday, February 28, 11:30 AM - 12:30 PM)
    • From the Desk of the Deans: Considerations for an Ever-Changing Landscape

      Southern Hemisphere 1

      The role of deans has changed drastically with the rise in technology use, educational testing, mental health issues, diversity, and of course, litigations. This interactive workshop, led by current middle and upper school academic deans, deans of students, and deans of multicultural education, will delve deeply into issues that are challenging schools.
      Ara Brown, Nola-rae Cronan, and Erika Hansinger, Cranbrook Schools (MI); James Greenwood, Northfield Mount Hermon School (MA); Kim Evelti, Williston Northampton School (MA)
      Daily Work of School Leaders
    • Independent Schools and Government Regulation

      Oceanic 4

      From tax credit scholarships and vouchers to Common Core testing, the interaction between independent schools and government is growing. Certain characteristics of legislation may encourage or discourage participation in a government program. Get advice on how to approach policymakers to advocate on behalf of your schools.
      Dan Dodd, Ohio Association of Independent Schools (OH); Whitney Work, NAIS (DC)
      Daily Work of School Leaders
    • Meeting the Minds of Generation Tech: Making the Move to Online Assessments

      Southern Hemisphere V

      Exploring online assessments and tools, but don't know where to start? Join us as we outline the steps to successfully transition from paper/pencil to computer-based and iPad (or tablet) online assessments and instructional tools. Learn how online assessments provide immediate feedback and support for informed decision making and instruction for the student, class, and/or school.
      Pam Appleton, ERB (NY); Debbie DeLoach, Susan Keogh, Allison Delgado, and Sally O'Brien, Lake Highland Preparatory School (FL)
      Programmatic Sustainability
    • Safety and Risk Management: Schools of Thought

      Northern Hemisphere A-2

      In this lively and spirited discussion offering different approaches and perspectives, hear an experienced independent school leader and talented education lawyer provide practical, thoughtful, and lawful solutions to planning and conducting safety audits; developing and implementing crisis management plans; and using strategies for creating a threat assessment team on campus.
      Sara Schwartz, Schwartz Hannum PC (MA); Thom Greenlaw, Ethel Walker School (CT)
      Daily Work of School Leaders
    • Synergy in Seattle: Collaborative Admissions Spawns Office Transformation

      Northern Hemisphere A-3

      Through sharing a common vision of improving access, a group of independent schools harnessed the power of technology to accelerate a fundamental change in the way students apply to schools. Learn how two schools built on the momentum of the collaborative effort to leverage online reading to innovate at each step of the admission process.
      Booth Kyle, Lakeside School (WA); Lauren Formo, Eastside Preparatory School (WA); Linda Haitani, Ravenna Solutions (WA)
      Financial Sustainability
      Block5Synergy (PDF, 599 KB)
    • Taking Charge of Your School’s Future: Trends, Markets, and Strategic Planning

      Northern Hemisphere A-4

      Understanding your school’s market and articulating its value to increasingly price-sensitive parents is an important piece of both strategic planning and ongoing board engagement. Learn about which market trends and data to watch and how these can help you plan for a financially sustainable future.
      Jefferson Burnett and Amada Torres, NAIS (DC)
      Financial Sustainability
    • The Flux Generation: A New Model for Enrollment and Budgeting

      Europe 1

      Lifers have been the holy grail in schools but they are increasingly elusive for many. In this workshop we will discuss a new model for thinking about enrollment, budgeting, and staffing in a generation of flux. By changing expectations, we are able to change the dialogue within the school about attrition. Participants will leave with bold new approaches to this concept.
      Judith Schechtman and Marc Frankel, Triangle Associates (MO); Josie Holford, Poughkeepsie Day School (NY); Thad Falkner and Ashley George Gill, Wilson School (MO)
      Financial Sustainability
  • Block 6 (Friday, February 28, 1:30 - 2:30 PM)
    • Current and Coming Legal and Other Issues for Independent Schools

      Americas Seminar Room

      What has happened and what will happen next? Join NAIS's legal counsel to hear more about the legal issues that have been keeping our schools up at night and the ones that are around the corner. Race considerations in admissions? School safety? Employment issues? Come join this interactive session to learn more!
      Debra Wilson, NAIS (DC)
      Daily Work of School Leaders
    • Dealing with Rapidly Changing Standards for Responding to Reports of Past Abuse

      Oceanic 1

      How a school responds to reports of past misconduct impacts all involved. Strategies have recently evolved significantly. Learn to avoid damaging missteps. Discuss investigations and due diligence; reporting; insurance and legal issues; board consultation; transparency in communications; dealing with the parties; community impact; resolution, and moving forward.
      David Wolowitz, McLane Law Firm (MA); Travis Brownley, Marin Academy (CA)
      Daily Work of School Leaders
    • Funding Diversity: Sliding-Scale Models

      Asia 2

      Sliding-scale tuition ensures economic diversity is a collective investment. Challenges are financial and cultural. Endowment policies integrate school values. Manhattan Country School’s 47 years of sliding-scale tuition is an alternative to scholarship/financial aid funding models. Learn how it works at MCS and has been replicated at St. Elizabeth's.
      Michele Sola, Manhattan Country School (NY); Walter McCoy, St Elizabeth's School (CO)
      Demographic Sustainability
    • How Your Facilities Can Enhance Your Sustainability Leadership

      Europe 1

      Most schools today are making an effort to lower costs and go green, but are you going about it uniquely and efficiently? Exploring your campus through the nuts and bolts can lay the foundation for thoughtful decision-making and pave the way for great innovation. Learn how your facilities can bring your constituents together and lead your campus towards sustainability.
      John Tuke, The Hotchkiss School (CT); Darren Cassel, The Stone House Group (PA)
      Environmental Sustainability
    • If You See Something or Hear Something… Do Something

      Northern Hemisphere A-3

      Making the right decision in a split second is crucial in a crisis. When the stakes are high and time is short, training is essential. A Choate teacher knew what to do when he saw that a threat was beyond "teenage behavior." Examine steps taken and critical follow-up precautions in looking beyond the standard drilling and training.
      Jane Hulbert, The Jane Group (IL); Alex Curtis, Choate Rosemary Hall (CT)
      Daily Work of School Leaders
  • Three-Hour Workshops (Wednesday, Feburary 26, 1:00 - 4:00 PM)
    • A School-Year, Case-Study Perspective on Employment Law Issues

      Oceanic 2

      Explore employment law through a “year-in the-life” of a school and review employment law issues as school leaders experience them. Engage in hypothetical scenarios to highlight potential legal issues and practical strategies for identifying, addressing, and preventing employment law issues.
      Heather Broadwater and Caryn Pass, Venable LLP (DC); Liane Faermann, Springside Chestnut Hill Academy (PA)
      Financial Sustainability
    • Exploring Auxiliary Programs: Discovering Possibilities in Uncharted Territory

      Northern Hemisphere A-3

      With economic uncertainty, schools seek alternative revenue sources, ways to recruit students, and methods to build community relationships. Auxiliary programs can be your compass.  Start with Auxiliary Programs 101 then move onto mini-sessions on mission-driven programming, budgeting, marketing; and end with "speed consulting" to address your specific needs.
      Karen McCann McClelland, Sidwell Friends School (DC); David Chottiner, Shady Side Academy (PA); Jeffery Malloy, Oak Hall School (FL); Vinita Ahuja, Georgetown Day School (DC)
      Financial Sustainability
    • Hiring the Best: The New NAIS Independent School Guide to Hiring

      Northern Hemisphere E-4

      Hiring the best candidate for your school is the ultimate goal of the hiring process.  Review best practices and get guidelines, samples, and checklists intended to help schools understand, develop, and adopt policies and procedures that support a legally compliant and effective hiring process.
      Linda Johnson, McLane, Graf, Raulerson & Middleton (NH); Jada Hebra, St. Paul’s School (NH)
      Daily Work of School Leaders
 

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