Specialities
Financial Services
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From Annual Sprint to Year-Round Discipline
For many independent schools, the annual financial audit feels like a stressful sprint, gathering documents, reconciling accounts, and responding to auditor requests while keeping day-to-day operations running. But the most successful schools treat audit readiness as a year-round discipline, turning it from a stressful event into a strategic advantage. A clean audit is not just […]
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The Huddle: Healthy Leadership Teams and Board Effectiveness
Tyler Casertano, Head of School at The Haverford School (PA), will share his proven strategies for fostering strong, positive relationships between leadership teams and boards. Drawing from experiences with his morning stand-ups, leadership retreats, and value-driven goal alignment, Tyler has developed a thoughtful framework for enhancing communication and collaboration within his leadership team. These practices […]
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The Huddle: Conducting an Internal Team Assessment
After a decade at The Frederick Gunn School (CT), Sean Brown recently relocated to southeast Florida to become the Chief Advancement Officer at Saint Andrew’s School in July. With 20+ years of fundraising experience at independent schools and universities, Sean has worked in a variety of fundraising shops and witnessed several leadership transitions. In this […]
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The Huddle: Elevating Your Major Gift Program
The Huddle: Elevating Your Major Gift Program Thursday, October 17, 2024 Time: 2:00 pm EST Cost: FREE Join Shelby LaMar, Chief Advancement Officer at Lancaster Country Day School (LCDS) in Pennsylvania to learn how to build a thriving major gifts program at your school. Shelby is currently in his sixteenth year at LCDS, where annual […]
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The Huddle: What’s Your Process for Selecting Mission-Aligned Consultants & Vendors?
The Huddle: What’s Your Process for Selecting Mission-Aligned Consultants & Vendors? Wednesday, November 13, 2024 2:00 pm EST FREE The Huddle will be recorded and shared with all registrants. From strategic planning to food service, fundraising counsel to bus service, independent schools engage consultants and vendors annually to support mission delivery. Join Rose Helm, Head […]