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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, March 2, 8:00 - 9:00 AM)
    • A Tale of Three Schools: A Successful Coordination Program

      328

      For almost 30 years, three Baltimore schools have had a program that lets them share more than 90 senior-elective offerings as well as language programs that start in ninth grade. Key program structures include standing meetings among the schools and procedures for introducing new courses and scheduling students. Join us if you’d like a blueprint for your own successful coordination program.
      Presented ByEreni Malfa, Roland Park Country School (MD); Jennifer Galambos, Bryn Mawr School (MD); and Rob Heubeck, Gilman School (MD)
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      Explore What structures are needed to ensure a successful coordination program? How are "big" decisions made in a coordination program? How can you balance the benefits of coordination with the needs and philosophies of each participating school?
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    • Enough Is Enough: Student Discipline and Expulsion (What Holds Up in Court?)

      342

      NAIS Virtual Pass Audio

      More parents are suing schools for expulsions related to bullying, drug use, cheating, and other inappropriate behaviors. Do independent schools have the right to remove students in these circumstances? What do the courts assess in determining whether the school had legal justification to expel? What steps should your school take to ensure that its decisions will be upheld?
      Presented ByCandice Pinares-Baez, Fisher & Phillips, LLP; Helena Levine, Donna Klein Jewish Academy (FL)
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      Explore What is the proper process to engage in when making disciplinary decisions? What is the concept of fundamental fairness and how can the school know fairness is properly applied? What are the legal risks schools face when taking disciplinary action?
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    • Find Your Market Share and Growth Potential Using NAIS Demographic Center

      321

      Come see how you can utilize a few NAIS tools to determine your market share, growth potential, and other market opportunities. We will explore how to get ahead of forecasts of slowing population areas near you well before the next admissions season approaches. Lastly, we will show you how to determine your affordability range.
      Presented ByAlisa Evans, NAIS
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      Explore What is my school's growth potential? Are my school's attrition/yield rates good, bad, or ugly as compared our peer school, and what can we do about it? Does the analysis align with the long term goals of the school and my department?
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    • Leading to Results: Unconventional Ways to Limit Operating Costs and Bolster Your Budget

      326

      School leaders concerned with escalating costs seek new ways to evaluate budget priorities and achieve greater financial efficiencies. This session will explain how to go beyond typical approaches and limit expenses, cut costs, and bolster revenue. The presentation will provide strategies such as price-based costing and tuition-only budgeting. You will engage in small groups and lively discussion, with time for Q & A.
      Presented ByOlaf Jorgenson, Almaden Country School (CA); James Wickenden, Wickenden Associates, Inc.; Bernie Noe, Lakeside School (WA)
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      Explore What is “price-based costing” and how is it superior to traditional approaches to budgeting and operational design? How can a tuition-only budget model meet a school’s revenue needs, particularly in schools contending with declining enrollments? In what ways can a market survey help school leaders make difficult staffing  and program decisions, and what should we be cautious about when employing market research?
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    • Risk Management and Crisis Response: An Integrated Approach

      315

      Increasingly, schools have much more on their risk management plates. Is your school creating an integrated culture to effectively address and manage risks to both the student and the school without limiting important opportunities for students? In this session, you will examine three case studies to consider a schoolwide approach to risk management.
      Presented ByCatherine Hansen-Stamp, attorney; Daniel O'Brien, High Mountain Institute (CO)
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      Explore Why is it important for a school to assess and manage risks to students as well as to the school? How do schools create an integrated school-wide risk management culture and response, with good information exchange flowing between the "field" and the administration? Does the school's current incident/crisis response plan  adequately address its "field"?
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    • Vision and (Di)Visions: Tackling Thorny Issues With Faculty, Students, and School Mission

      349/350

      We all try to live our missions, but sometimes school divisions split on how that mission actually plays out. What happens when an upper school divides over student discipline, middle school faculty resent the admission process, or a small school needs to restructure its divisions? Whether you're a teacher or administrator, we invite you to discuss processes for structuring mission-based discussions that lead to real outcomes for real problems.
      Presented ByBarry Gilmore, Hutchison School (TN); Matthew Rush, Allen Academy (TX); Michelle Alexander, Cannon School (NC)
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      ExploreHow can school divisions best handle the tough topics that threaten culture and identity through specific types of mission-based discussion? What does research (through a survey of around 900 independent school administrators) tell us about school decision making in response to tough times? How do we examine tough issues for schools in light of school context, mission, and the surrounding market to broaden our ideas about specific issues that arise in schools?
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    • Walking the Tightrope: Balancing Effective Communication with Privacy Laws

      345/346

      NAIS Virtual Pass Audio

      Internal investigations, untimely departures, and public allegations can lead to uncomfortable questions from parents, students, and employees. This session will address how your school can address these legitimate issues with the community, correct misinformation, and deter gossip. Emphasis will be placed on discussion of the most common scenarios faced by schools, and examples of what your school can communicate in those situations.
      Presented ByLinda Adler, Liebert Cassidy Whitmore; Dan Glass, Brandeis School of San Francisco (CA)
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      Explore What are the common scenarios where the school’s communications need to balance the community’s interests with its obligations under privacy laws?  What can schools lawfully communicate in those situations? What are effective strategies for positive messaging, correcting misinformation and deterring gossip and speculation?
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  • Block 2 (Thursday, March 2, 11:15 AM - 12:15 PM)
    • Addressing Culture Shock: Strategies for a Welcoming Campus

      328

      International students bring a rich array of cultural backgrounds, perspectives, and languages while also reflecting the increasingly diverse world we live in. Their journey, however, is not without its difficulties, from pre-arrival anxieties to adjusting to a new academic system and cultural expectations. This presentation addresses the myriad challenges involved in helping international students fully engage in the community.
      Presented BySteve McManus, Friends School of Baltimore (MD); George Boyar, Shearwater; Kevin Allen-Nash, Lake Mary Preparatory School (FL)
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      Explore How are other independent schools approaching international student support for students from diverse backgrounds? How can I help international students reduce culture shock, feel at home on campus, and become more engaged members of my school community? How can I increase the number of cross-cultural friendships on campus?
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    • Eyes Wide Open: Fearless Institutional Risk Management

      345/346

      NAIS Virtual Pass Audio

      Does thinking about every one of your school's risks keep you up at night? It doesn't have to. NAIS and United Educators teamed up to survey schools and identify the best, most manageable, and most easily implemented and sustained institutional risk management techniques. Join this conversation to hear the results of the survey and practical approaches to risk management that suit even the small schools.
      Presented ByDebra Wilson, NAIS; Constance Neary, United Educators Insurance Risk Retention Group
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      Explore What are the results of the NAIS and United Educators study? How do you manage risk in a school that is not hugely resourced? How do you maintain that management going forward?
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    • It's Here Again, But Are You Ready? Navigating the Independent School Hiring Season

      324/325

      A well-crafted hiring strategy is critical to ensuring your school has the best possible faculty. Careful planning can mean the difference between a faculty that shines and one that has you tossing and turning at night. Hear from experienced educators and recruiters what works and what doesn’t. From establishing timelines to determining the role of the search committee, every step matters.
      Presented ByLisa Lovering and Abby Glover, Educator's Ally; Jennifer Zaccara, The Nightingale-Bamford School (NY); Jim Reynolds, The Browning School (NY); Roberto D’Erizans, The American School of Sao Paulo (Brazil)
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      Explore What is the best way to ensure that your candidate pool is as diverse as possible? Search committees: what works, what doesn’t? What are the top three pitfalls to avoid that will be sure to derail your search process?
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    • Navigating the Wage and Hour Maze: What Independent Schools Really Need to Know

      347/348

      The possible doubling of the minimum salary requirement for exempt employees and increased scrutiny on wage and hour compliance are hot topics in the business world, but what do these developments mean for independent schools? This session will explore the new Department of Labor exemption regulations that were scheduled to take effect December 1, 2016, as well as other hot wage and hour topics, such as rules affecting independent contractors and volunteers.
      Presented ByKathleen McLeod Caminiti, Fisher & Phillips, LLP; Raye Jean Leastman, Oak Knoll School of the Holy Child (NJ)
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      ExploreWhat are the DOL requirement for exempt employees and how do they impact independent schools? What are the most frequent (and costly) mistakes that schools make in the wage and hour arena and how can you prevent them? What are the most important wage and hour compliance tips for independent schools?
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    • School Safety: Security and Space on the Independent School Campus

      Hilton: Billie Holiday 1

      How does your school determine an "adequate" level of security? This session will focus on how a collaborative, multi-disciplinary approach can provide answers that will help to ensure the safety of your campus community. You will also explore ways in which the design of the physical building and campus environment can help to create more secure school settings.
      Presented ByWalter Kneis, NK Architects; David McCann, Wivenhoe Management Group
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      Explore What types of security challenges are common amongst and unique to many independent school campuses, and what are some strategies that can be employed to establish an appropriate balance between security, functionality, and convenience? What are the determining factors in defining an "adequate level of security"? How can a Security Vulnerability Assessment identify areas of physical and operational concern, aid in prioritizing needs, reduce legal exposure, and identify functional, cost-effective solutions?
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    • Technology at Your Service: Building a Mission-Driven Technology Department

      343

      NAIS Virtual Pass Audio

      All too often, technology decisions are focused on efficient management rather than mission-aligned educational objectives. In this session, you will learn how to engage the technology staff in focusing decision making on the mission of the school while supporting what is best for teaching and learning. Come explore how to build a mission-driven technology department that aligns with your school’s core values.
      Presented BySarah Hanawald, Association of Technology Leaders in Independent Schools; Jennifer Carey, Ransom Everglades School (FL); Kelsey Vrooman, NAIS
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      Explore What techniques help leaders make the mission of the school central to the work of the entire technology staff? What kind of support and programming can help build a stronger sense of mission in non-academic staff? What outcomes improve at a school when the technology staff is mission-driven?
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    • The Smart Money: Designing a School Budget to Get the Most for Your School Dollar

      314

      In this hands-on workshop, you'll take a deep dive into the math of school resource allocation. You will learn innovative financial strategies and how to apply concepts to your own school context. Topics include getting a grip on rising costs; gauging value for programs and courses; paying good teachers well amid cost constraints; personalizing education without breaking the bank; and making costs part of everyone’s agenda.
      Presented ByMarguerite Roza, Georgetown University
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      Explore How can school leaders help keep escalating costs in check and ensure their school’s financial model remains viable in the future? Why does understanding per unit of everything matter? What can school leaders do to better leverage the dollars they do have to do the most for their students?
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  • Block 3 (Thursday, March 2, 1:15 - 2:15 PM)
    • Beyond the Interview: From Recruiting to Retention

      337

      NAIS Virtual Pass Audio

      Although numerous schools wish to increase their staff and faculty diversity, many find it difficult to attract diverse candidates. When they do, they often fail to support the individuals, resulting in low retention rates. Learn strategies to recruit and hire diverse candidates and, equally important, to support new hires. You will gain low-cost ideas, samples, and systems that you can take back to your school and use immediately.
      Presented ByEdward Kuh, Fayerweather Street School (MA)
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      Explore What year-round recruitment activities can my school develop that will signal to diverse candidates that our school is a good match for them and will support them over time? What is the role of the board in hiring and recruiting diverse faculty and staff, and what concrete actions can the board take to help in this effort? How does school culture impact retention of a diverse faculty and what can schools do to improve its culture?
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    • Leadership Quicksand: Advancing School Mission and Culture in Disruptive Times

      341

      NAIS Virtual Pass Audio

      Join three school heads for an intimate session on the unexpected moments when school mission is challenged by highly disruptive external events. Whether rebuilding in the aftermath of Hurricane Katrina, managing student and faculty grief during the Baltimore uprising, or addressing gender diversity in a single-sex environment, these heads will share lessons learned about crisis, community, and healing.
      Presented ByKimberley Roberts, Garrison Forest School (MD); Nanci Kauffman, Castilleja School (CA); Carolyn Chandler, Metairie Park Country Day School (LA); Ann Teaff, Carney, Sandoe, and Associates
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      Explore How can school leaders build internal and external community relationships and administrative support structures so that they are best prepared to address disruptive events? What are the particular challenges in leading during a disruptive event as a female head? As a new head? As a new community member? As a veteran community member? How can school leaders weather the inevitable conflicts among mission, culture and diverse constituent values and beliefs in the face of disruptive political events?
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    • So Long, Farewell: The Legal Challenges of Employee Departures

      Hilton: Billie Holiday 4

      Review the issues schools confront when employees depart, whether voluntarily or involuntarily. Hear best-practice tips for planning for the departure, responding to claims raised by the departure, and protecting the school from liability. Learn concrete strategies for establishing policies and procedures to limit liability, promote a smooth departure/transition, and handle crisis management.
      Presented ByCaryn Pass and Megan Mann, Venable, LLP
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      Explore What is the checklist I should consider before I terminate an employee? What steps can I take to limit legal exposure? What steps should I take to make certain that if the terminated employee brings a legal claim I will be prepared?
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    • Supporting the Access and Success of Lower-Income African American Students: A Model That Works

      Hilton: Billie Holiday 1

      How is your school enrolling, supporting, and retaining lower-income African American students? Examine the ways the Baltimore Educational Scholarship Trust (B.E.S.T.) is partnering with its member schools to provide the support necessary for students to flourish in their communities and for parents to navigate the process. Hear from a head of school and an alumna of the B.E.S.T. program about this 29-year-old organization and its model for success.
      Presented ByJessica Suriano and Crystal Lee, Baltimore Educational Scholarship Trust; Dan Paradis, The Park School of Baltimore (MD)
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      Explore What is a successful model of a nonprofit working in partnership with local independent schools to encourage and achieve both access and success for lower income African American students? What are some of the protective factors necessary to help ensure the success of lower income African American students at independent schools? How can this model be replicated or modified by independent schools to enhance a culture of support for lower income students and their families?
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    • Sustainable Schools: How Utilities Metrics Can Save Money and Reduce Your Carbon Footprint

      Hilton: Billie Holiday 2

      Sustainable schools can save money and reduce their carbon footprint, but many have yet to do so. How can we ensure that all schools become more financially and environmentally sustainable? Through case studies and online tools, this workshop will describe how your school can reduce costs for electricity, natural gas/fuel oil, water, and waste, and in the process, build a “virtual endowment.”
      Presented ByPaul Chapman, Inverness Associates; Robert Oxenburgh, The Athenian School (CA); Liz Zavattero, Marin Country Day School (CA); Frank Barros, King School (CT); Brian Kane, St. Stephen's & St. Agnes School (VA)
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      Explore How can schools use metrics and benchmarking to reduce their utilities costs?  What tools are available to assist school efficiency efforts?  How much money can schools save to be used to meet other needs?
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    • Tuition Trends in Independent Day Schools

      344

      NAIS Virtual Pass Audio

      Explore the results of a study that examines the factors that drive tuition increases, the decisions school leaders make about tuition and spending, and potential interest in cost-cutting measures and alternative business models. You'll emerge with recommendations for making decisions about programmatic changes and tuition and financial policies at your own school.
      Presented ByWilliam Daughtrey, University School (OH); Will Hester, Nashville School of the Arts (TN); Kevin Weatherill, St. Martin's Episcopal School (LA)
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      Explore What drivers influence the total cost to educate an independent school student? How are school leaders making decisions about programs and tuition as they compete for students to enroll? How are school leaders seeking to curb costs, and to utilize alternative income sources or business models to close fiscal gaps?
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    • What is Your Role in Preventing Harassment and Maintaining Appropriate Boundaries?

      Hilton: Billie Holiday 5

      With independent schools in the spotlight regarding harassment, inappropriate relationships, and sexual assaults, heads of school at all levels of experience may have questions about their role in incident response and prevention. Come discuss concrete steps to address past incidents and to help ensure a healthy school culture.
      Presented ByHeather Broadwater, Potomac Law Group
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      Explore What are three key steps heads of school can take to build a culture that reduces harassment and boundary-crossing? Who are the key administrators to assist heads in this effort? What are common mistakes that are easy to make,  hard to correct, and preventable?
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    • What’s on Your Strategic Agenda for the 2017-2018 School Year?

      327

      The time to plan for 2017 is now. Get a look at the top 10 things to put on your agenda, including the need for a crisis communication plan, effective techniques to recruit and retain the best talent and students, and ways to communicate with families while protecting their information online. You’ll also get examples of how smart schools are using their websites as marketing engines to boost inquiries and enrollment. Don’t miss this chance to get primed for success in the school year to come.
      Presented ByJon Moser, Finalsite; Patrick Bassett, Heads Up Consulting
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      Explore How do you use your website to boost inquires, enrollment and retain top talented students? How can my school be better equipped to handle a crisis and have a plan in place?  How can I protect families' information online?
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  • Block 4 (Friday, March 3, 8:00 - 9:00 AM)
    • Current and Coming Legal Challenges for Independent Schools

      308-310

      NAIS Virtual Pass Video

      How are schools managing wage and hour changes? Do you really need to comply with Title IX for student sexual assaults? What kind of documentation is higher education requesting on that front? What about lawsuits against higher education for unreasonable retirement plan fees? These topics and more are all on the docket for this interactive session with NAIS’s general counsel. We will discuss this year's issues and look ahead to the next iteration of legal conundrums.
      Presented ByDebra Wilson, NAIS
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      Explore What are the most pressing legal issues schools currently face? What are the pending regulatory and legislative concerns schools should be aware of? How do you effectively address these risks?
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    • Facilitating Growth Through the Teacher Review Process

      329

      Informed by research and the exigencies of the community, Miss Porter's School developed a reimagined teacher review process aimed at transforming teachers into stakeholders who approach their work with a growth mindset. Find out how teacher review at Porter's supports growth through reflection in three domains: planning, prep, and instruction; developing relationships with students; and investment in school culture and its mission.
      Presented ByPaul Dolan and Sarah Odell, Miss Porter's School (CT)
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      Explore How can the review process become a tool that produces meaningful growth in the faculty?  What do schools gain by giving away the development and implementation of faculty review to teachers and not farming it out or developing it at the administrative level? How can schools create contexts that encourage teachers to identify deficits, set goals and work to redress shortcomings in the classroom?
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    • Getting There and Staying There: From Year 0 to 1 as a Division Head

      322/323

      Ready to grow, eager to learn, curious to lead: These are necessary attributes for any division head. Yet knowing how to channel these traits into both an effective job search and the first year of divisional leadership is daunting. This workshop includes interview scenarios, practical tips, and suggestions for leveraging your unique skills and particular path as you work your way to and through the first year of a division headship.
      Presented ByNancy Dickson and Lisa Sun, The Park School of Baltimore (MD); Tung Trinh and Felicia Wilks, Garrison Forest School (MD)
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      Explore When are you ready for a division headship, and how do you know? What should or can you do to prepare for a division headship position? How do you stay clean while managing the messes?
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    • Really? I Cannot Discipline the Teacher Who Is Badmouthing the School?

      327

      Gone are the days when schools could require their faculty and staff to be supportive and positive about the school. This session will examine related trends and provide guidance on how to deal with faculty members inciting the school community. The session will offer best practices to ensure that the appropriate steps are taken to give your school the most leeway possible while not stepping over the constantly shifting line.
      Presented BySusan Guerette, Fisher & Phillips, LLP; Sally Keidel, Montgomery School (PA)
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      ExploreWhat can schools limit and where is the line between justified discipline and improperly preventing concerted activity? How can schools draft narrowly tailored policies that employees would not reasonably read to prohibit discussion about wages, hours, and others terms and conditions of employment, however negative? What practical responses can be applied to the disruptive faculty member when the law prohibits discipline?
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  • Block 5 (Friday, March 3, 11:15 AM - 12:15 PM)
    • Finding the Right Match: Attracting and Maintaining Mission-Appropriate Teachers

      336

      NAIS Virtual Pass Audio

      Independent schools are facing increasing competition to fill positions. A head of school and a teacher will discuss the measures that have helped their small school with limited resources attract, on-board, and maintain high-quality faculty while staying true to its mission of being an innovative school.
      Presented ByTekakwitha Pernambuco-Wise and Emily Travis, Sea Crest School (CA)
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      Explore How can small schools with limited resources compete for and attain top-quality teachers? What are effective ways to on-board new teachers at your school? What are effective ways to maintain top-quality teachers in your school?
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    • Is Title IX the New Standard for Sexual Misconduct Investigations?

      349/350

      This presentation will explore the evolving standards that pertain to sexual misconduct investigations at independent schools. It will examine legal obligations, best practices, and unavoidable risks that schools face when responding to these claims.
      Presented ByMichael Blacher, Liebert Cassidy Whitmore (CA); John Bracker, Polytechnic School (CA); James Smith, United Educators
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      ExploreHow does Title IX set the standard for sexual assault claims? What policies and checklists should schools have in place to be prepared for claims of sexual assault? What are the minimum requirements for determining appropriate discipline in sexual assault claims?
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    • The 160-Year-Old Startup: How to Grow a (Truly) Mission-Based School

      Hilton: Billie Holiday 1

      This session will focus on how a school can use its mission to make significant and meaningful change in all areas of operation. Learn how one school’s mission led it to double its student population and physical space while keeping tuition 50 percent lower than its competitors. You will explore the benefits and challenges of incremental, mission-based change as you hear how the school achieved greater diversity in race, family structure, and religion.
      Presented ByRyan Kimmet, Erica Snowden, and Jason Sears, Greene Street Friends School (PA)
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      Explore What does it take to create meaningful mission-based change in an independent school over time? How should/does mission influence every aspect of a school’s operation (including business office, admission, development, academic program etc.)? How can other schools with different missions apply these principles to effect change?
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    • The State of Financial Aid

      345/346

      NAIS Virtual Pass Audio

      What are the goals of other schools' financial aid programs? How well funded, trained, and equipped are today's financial aid professionals? How and when do practitioners make financial aid decisions? Using findings from the 2016 SSS State of Financial Aid survey, explore questions like these to help your school meet financial aid goals in today's climate. Consider ways to hone your practices and leverage your resources for better enrollment management.
      Presented ByMark Mitchell, NAIS
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      Explore What are the biggest challenges facing financial aid administrators and how do we address them? How well-prepared are the people handling millions of dollars of investment in economic diversity and what resources do they need to be more successful? As a school leader, how do I ensure that the state of financial aid in our own school is sound?
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  • Block 6 (Friday, March 3, 1:15 - 2:15 PM)
    • Family Leave Policies: Challenges and Opportunities for Working Parents

      337

      NAIS Virtual Pass Audio

      As conversations regarding childcare and paid leave move forward in the national dialogue, how can family leave policies in independent schools create a more equitable climate for faculty and staff? At this presentation, you'll learn about current data on practices and policies in independent schools relevant to working parents. This session will offer a safe forum for sharing resources and conducting affinity group conversations.
      Presented ByAngela Miklavcic, The Episcopal Academy (PA); Priscilla Morales, The Park School of Baltimore (MD)
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      ExploreWhat leave policies are offered by independent schools? How can we offer support for working parents in our school communities? What are the specific challenges faced by working parents of color?
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    • Sustainability and Innovation

      Hilton: Billie Holiday 5

      Discover the alternative revenue strategies employed by the Barstow School, including establishing satellite campuses and a robust online learning program. You will leave with the knowledge of how to adopt strategies that will increase student retention, decrease reliance on tuition, increase marketing and admission, enhance existing as well as new programs, and allow students to network with students from across the globe.
      Presented ByShane Foster, The Barstow School (MO)
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      ExploreHow do you stay relevant in a competing market? How do you establish a satellite campus? What are the essential approaches to global education and online learning?
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