These offerings are available by subscription only. Registration includes unlimited participants in each of the eight sessions.
*$50 discount on your subscription if your school participated in Trustee Enrichment Day*
The eight Seminars for Ongoing Learning in School Governance Subscription Series include:
Wednesday, January 27, 2021; 4:00 - 5:30 p.m.
Long-Range Financial Planning
Target Audience: Finance Committees, Finance Officers, and other Board Members
As a Board is considering the school’s future and engaging in its fiduciary role, it is important to have a long-range financial plan; it is also a requirement in one of the NJAIS Standards for Accreditation. While the past year has demanded schools react and adjust to unexpected and unprecedented financial needs, it is essential schools refocus on a strategic financial overview in order to ensure stability through the future. Learn how to create a plan that uses a long-range financial model that is realistic and flexible.
Presented by: Genevieve Madigan is the CFO at Kent Place School, a preK-12 school for girls in Summit, NJ. She has worked either for or on behalf of independent schools for the past twenty-eight years. She serves on the NJAIS Accreditation committee, as Treasurer for the National Coalition Girls Schools (NCGS) and is Purnell School Board of Trustees Co-chair. Prior to joining Kent Place in 2017, she spent almost ten years at the National Business Officers Association (NBOA) as Vice President, Professional Development and Research. She has previously served as faculty at the Klingenstein Center, Teacher’s College of Columbia University, teaching Independent School Business Operations, as well as ten years as Director of Finance and Operations at The Gow School, a boarding/day school in South Wales, NY. She and her husband live in Mountainside, NJ. They are the parents of four children who attend(ed) NJAIS schools, and a Westie named Watson.
Thursday, January 28, 2021; 6:30 - 8:00 p.m.
A Solid Marketing and Advertising Plan That Perseveres During a Crisis
Target Audience: Marketing Committees, MarCom Professionals, and other Board Members
When COVID-19 hit, a few NJAIS schools were prepared to persevere through the disruption of the admissions cycle by leveraging their branding and marketing plans that were either in progress or in place. Case studies in this workshop will highlight how schools pivoted their messaging and digital strategy with relative ease, redeployed and reimagined existing marketing assets to generate leads and optimized the heightened interest many independent schools experienced in the run up to the Fall 2020 reopening of schools. Erbach Communications Group will also share data and trends tracked over the first half of the Fall 2021 admissions cycle that can inform your school's marketing plan, as well as communication priorities for retaining longtime and new families.
Presented by: Kristen Volkland is the president and owner of Erbach Communications Group (ECG), a full service marketing and communications agency with more than 25 years of experience helping education clients build their brands, enrollment numbers, and advancement goals. Kristen joined ECG in 1996, and has delivered real results working with education, healthcare, and nonprofit organizations. She holds a degree in marketing from Rider University. Her hands-on leadership ensures the culture of Erbach Communications is fair, creative, committed, and most importantly, fun to work with.
Sunday, January 31, 2021; 1:00 - 3:00 p.m.
Three Keys to Effective Small School Governance
Target Audience: Trustees, Heads of School, and School Leadership Teams for Schools with enrollment of 350 or fewer students
The role of effective governance has never been so highlighted than in the past months, as schools have navigated the unprecedented times of COVID-19. All schools have had significant challenges; small schools, that are so greatly impacted by small fluctuations in enrollment, finances, and parent opinion, have been particularly challenged. The schools that have had strong, collaborative, and strategic Boards have typically fared the best through these turbulent times. How can Boards of small schools leverage the unique benefits of their communities to address the challenges they face? Dr. Brooke Carroll focuses specifically on small school leadership and governance in order to highlight the unique nature of these schools and provide tailored strategies that fit. In this interactive workshop, we describe the unique nature of small schools established through research and then target three key areas that impact small school Board member’ ability to be effective:
1. Ensure a diversity of thought on your Board with the “right” Board members
2. Understand and navigate the “line” between governance and operations
3. Maximize your Head’s effectiveness through collaborative supervision and support
Presented by: Brooke Carroll, Ph.D. is Principal Consultant and Coach at Acies Strategies, supporting small and mid-sized schools and nonprofits in leadership development, Board development, and strategic thinking and planning. Dr. Carroll holds a doctorate in educational psychology and has over 20 years of experience leading schools and nonprofits. She has served on several Boards in various roles. Prior to consulting and coaching, Dr. Carroll was Head of School for 9 years at Seneca Academy, an International Baccalaureate World School. Dr. Carroll combines her experience and expertise in education, leadership, and therapy to listen carefully to individuals and groups in order to support personal as well as systemic health and growth. She specializes in addressing the unique challenges and opportunities of small and new organizations.
Wednesday, February 10, 2021; 4:00 - 5:30 p.m.
Building Operational Excellence in Response to COVID-19
Target Audience: Independent School Boards of Trustees, Heads of School, and School Risk Management Teams
Beginning in 2016, the Pingry School invested in building a formal program for Enterprise Risk Management and Faculty Engagement. By 2020, Pingry had built a robust process that enabled the school to look beyond the traditional definition of "risk" to identify and address strategic business decisions, intentionally integrating faculty and staff at every step along the way so that the process has been driven from the bottom up. Then, 2020 brought an unprecedented, unending threat to the entire globe, testing every part of Pingry’s risk response system. The lived experience of responding to the COVID-19 crisis has led to operational excellence throughout the school community.
This session will provide a framework to build operational excellence in your own community, inspired by the systematic response and subsequent growth Pingry experienced throughout the 2020 crisis.
Olaf Weckesser is the Chief Financial and Operating Officer at The Pingry School. He joined Pingry in 2012, after an extensive career in public accounting, management consulting, financial services, technology, and ladies’ apparel. Mr. Weckesser is a member of the school’s senior administrative team, overseeing the school’s finance, human resources, legal and risk management, facilities, technology and auxiliary programs teams. For the past seven years he has also taught Financial Literacy in the Upper School. Mr. Weckesser has earned a B.A. in Business Administration from the Richard Ivey School of Business at Western University, an M.B.A. in Finance and Strategic Management from The Wharton School at the University of Pennsylvania, and is qualified as a CPA in the United States and Canada. He is a member of the Finance Committee of the New Jersey Association of Independent Schools (NJAIS), and is a regular presenter on issues of school finance, strategic planning, and risk management.
David M. Fahey is the Pingry School's Director of Operations, Safety and Strategic Initiatives. Prior to this role, Mr. Fahey held leadership positions in the school's Office of Institutional Advancement. Mr. Fahey is an alumnus of The Pingry School, Boston University, Rutgers University Law School, and is a candidate for an M.B.A for Rutgers University School of Business. He has facilitated the introduction of Enterprise Risk Management as a commonly relied upon business practice. Mr. Fahey manages the schools safety and security efforts, insurance, transportation programs, and a portfolio of legal matters. In response to the pandemic, he has led the School’s Covid-19 Task Force, as well as Health & Safety workstream.
Thursday, February 11, 2021; 6:30 - 8:00 p.m.
The Board Chair /Head Partnership
Target Audience: Board Chairs and Heads of School
Difficult situations - like opening school in the midst of a pandemic - put relationships under stress. Managed well, they can also strengthen relationships and lead to long-term institutional success. This session will offer practices that can clarify roles and improve conversations between Heads of School and Board Chairs, arguably the most important relationship in independent schools. This session is an opportunity for school Heads and their Board Chairs, to get out of the weeds and think about how they can strengthen their partnership, and play their respective roles well.
Presented by: Greg Bamford recently returned to Leadership+Design as Senior Partner and Co-Founder. In that role, he is a consultant to a wide range of schools, with a particular focus on strategic planning, change management, and leadership development. Greg most recently served as the Associate Head of School for Strategy and Innovation at Charles Wright Academy in Tacoma, Washington. Prior to this, Greg was Head of School at the innovative Watershed School in Boulder, Colorado. Greg is a co-founder of the Traverse Conference, a national conference on experiential and place-based learning. He is also on the Board of Trustees at his alma mater, The Overlake School in Redmond, Washington. Greg has been a featured speaker at dozens of education conferences, and he consults with independent schools nationally. He writes on education at www.gregbamford.education, as well as in publications like Independent School, Net Assets, and The Yield.
Sunday, February 21, 2021; 1:00 p.m. - 2:30 p.m.
Target Audience: Boards of Trustees, Heads of School, and School Risk Management Teams
As schools face various situations and circumstances, they have sometimes found it necessary to engage in an investigation. While your school may not face such an issue today, it is likely that at some juncture, your school community will need to consider a deep dive into a claim that disrupts the climate and culture of the institution. This session, led by The Lawrenceville School’s Head of School, Legal Counsel, CFO, and HR Manager will present aspects of their own school investigation and address necessary questions and consideration.
Stephen S. Murray became the Lawrenceville School’s 13th Head of School on July 1, 2015. Murray previously served as Head of School of University School in Shaker Heights and Hunting Valley, Ohio, a position he held for a decade. He also led a distinguished career at Deerfield Academy including serving as Assistant Head of School, Academic Dean, Dean of Students, and as teacher, coach, and faculty resident. Murray received a B.A. in French and Political Science with honors from Williams College, an Ed.M. from the Harvard Graduate School of Education, an M.A. in French Literature from the Harvard Graduate School of Arts and Sciences, and is a graduate of Phillips Exeter Academy. Murray is a current Trustee of Greenwich Academy and is on the Board of the Center for the Study of Boys’ and Girls’ Lives (in collaboration with the University of Pennsylvania). He previously chaired or served on the Boards of the Citizens’ Academy Charter School in Cleveland, the Cleveland Council of Independent Schools, the International Boys’ School Coalition, and Camp Agawam. He has presented on a number of topics including innovation, mentorship, community philanthropic support, nurturing creativity, and race and diversity in schools for organizations such as the CASE-NAIS Conference (New York), International Forum of Leading Schools (China), and the Annual International Boys’ School Conference (Philadelphia).
Ben Hammond is the Chief Financial Officer (CFO) and Secretary to the Board of Trustees at The Lawrenceville School. As Lawrenceville’s CFO, Hammond has primary responsibility for the school’s business operations, financial management and planning, endowment and other assets, and risk management. He also oversees Financial and Administrative Services at Lawrenceville, which includes the following departments and functions: Auxiliary Services and Summer Programs, Finance Office, Lawrenceville Summer Scholars (LVSS), Lawrenceville’s Childcare Center, and Risk Management. He is an Officer of the corporation, serving as Treasurer of the School and Secretary to Lawrenceville’s Board of Trustees. In addition, he serves as the administration’s liaison and staff to the Board’s Executive, Finance, Investment, Trustees, and Audit and Risk committees. Prior to joining the Lawrenceville team, Mr. Hammond served as Vice President for Finance and Administration and Treasurer at Wellesley College, and Vice President for Finance and Administration and Treasurer at Mount Holyoke College. He also served as a senior administrator at Princeton University in a series of roles with increasing responsibility, most recently as Executive Director of Finance and Administrative Services for the Facilities division. Earlier in his career, Mr. Hammond was a management consultant at McKinsey. He is a graduate of the University of Pennsylvania’s Wharton School, where he earned an MBA, and Harvard College, where he earned a BA in history and literature, magna cum laude.
Marcia Isaacson is Lawrenceville's inaugural General Counsel and Director of Risk Management. Isaacson brings more than three decades of legal experience — more than 10 years in education — to Lawrenceville. She has served in legal and compliance roles at major universities, most recently as Chief Compliance Officer at Northwestern University. There, she oversaw the university's compliance and audit functions and was actively engaged in risk management. Isaacson held similar positions at both the City University of New York (Senior Associate General Counsel and Chief Compliance Officer) and the State University of New York (Associate General Counsel and Chief Compliance Officer). Before moving into education, Isaacson served as an Assistant U.S. Attorney for the Southern District of New York as well as with the U.S. Department of Justice in the Public Integrity Section. In these roles, she prosecuted complex public corruption and fraud cases. Isaacson holds an A.B. with Distinction and JD from Stanford University, where she was an editor of the "Stanford Law Review." Upon graduation, she clerked with a judge on the United States Court of Appeals for the Ninth Circuit.
Erika Worthy is Director of Human Resources at The Lawrenceville School, responsible for the department’s overall strategic direction and for designing and implementing human resources policies and programs for all employees. Worthy develops strategies to recruit, engage, and retain top talent to enable the school to pursue its mission. Major areas of responsibility include recruitment, compensation and benefits, organizational development, employee relations, compliance, policy, and employment law. Before joining Lawrenceville, Ms. Worthy served as Director of Human Resources at The College of New Jersey (TCNJ), where she worked to steer and support advancement of the College’s strategic plan through Human Resources. Her specific areas of responsibility included human resources operations, administration of employee salaries along with benefits and leave, as well as human resource information technology. She began her career with TCNJ as the Assistant Director of Human Resources before promotion to Director. Worthy also served as the Human Resources Manager at Mercer County (N.J.) College. Worthy earned her MBA, Human Resources from Walden University and her B.A. in Mathematics from Columbia College. She holds certifications as a Senior Professional in Human Resources, as a Senior Consulting Professional from the Society of Human Resources, and in Mediation.
Wednesday, March 3, 2021; 4:00 - 5:30 p.m.
Target Audience: Board Members, Heads of School, Finance Officers, and Technology Coordinators
This informative and interactive session delivers a content-packed session focused on must-know cybersecurity concepts for today’s financial officers, Heads of School, and Trustees in independent education. The session will highlight the relationship between cybersecurity and a school’s bottom line, and provide insight into how intelligent asset allocation can align IT investment with business objectives.
Presented by: Ted Papaioannou is a Security Analyst and Network Engineer at Promenet, Inc., one of the tri-state area’s premier providers of IT consultation, network integration, and managed services. Ted received his degree in Computer Engineering from Penn State University, and holds multiple certifications including CISSP (Security), MCSE (Microsoft), RHCSA (Red Hat), and CCNA (Cisco). Ted brings 9 years of hands-on experience in the field, with a focus on security assessments and security awareness training. Ted is currently working with multiple NJAIS members, helping them improve network security and performance.
Saturday, March 21, 2021; 9:30 - 11:00 a.m
The Risks and Opportunities of Strategic Planning Now
Target Audience: Board Members, Heads of School, and School Leadership Teams
Strategic planning is both an opportunity and a risk. It can be as dangerous as it can be healthy, depending on the approach and timing chosen. Some Heads and Boards are feeling that their plates are full and that long-term planning should be postponed. Others are moving ahead in order to capture the opportunities that have emerged but are wondering who should be involved in the process? Parents, teachers, and alumni have a lot of opinions these days including more attention to DEI. School leaders need to look past the current obstacles, think "big," and proceed optimistically but with caution.
Presented by: John Littleford founded Littleford & Associates in 1994, and has consulted regularly with over 7,000 schools worldwide. He was Head of School for 18 years, a teacher for 25 years, and a Board member and Chair of schools and nonprofit agencies. He has written and spoken extensively worldwide on each area of the firm's consulting expertise. John Littleford is the co-author, with Valerie Lee, of the book, "Faculty Salary Systems in Independent Schools". This landmark publication on this topic was published by NAIS from 1983-94. His articles on the career ladder concept of faculty compensation are found in Larry Frase's book, entitled "Teacher Motivation and Compensation", published in 1992 by the Technomic Press. Littleford & Associates may have the largest and most accurate data base in the world on head compensation and has been retained since 1983 by thousands of schools worldwide by Boards to benchmark head of school compensation. Mr. Littleford earned his B.A. degree from Dickinson College, Critical Language Degree from Princeton University, M.A. from Harvard University, and a Certificate of Advanced Study from Harvard University.