Long Range Financial Planning

For: Trustees, Heads of School, Finance Officers, and Finance Committee Members

Thursday, April 19, 2023
4:00 - 5:30 p.m.

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. This session will include a panel of presenters, representing various school sizes, to offer guidance for a long-range financial model that is realistic and flexible.

This session is part of the NJAIS series, Seminars for Ongoing Learning in School Governance. Learn more about other program offerings by clicking here.

Panel Includes:

Lori Fitzgibbon was appointed Chief Financial Officer at Far Hills Country Day School in 2015, returning to her native New Jersey roots. She previously served as Chief Financial Officer at Carrollwood Day School in Tampa, Florida and Chief Financial Officer at the Washington Montessori School in New Preston, Connecticut, a pre-kindergarten through grade eight school. Lori excels in the many facets the position of CFO requires including accounting, compliance, human resources, budgeting and forecasting, banking, payroll, strategic planning, and all school legal and insurance issues. Ms. Fitzgibbon received a BS in Business and Economics, and an MBA, both from Lehigh University. She is also a Certified Public Accountant.

Andrew Schneider is Associate Head for Finance and Operations at The Masters School (NY). Prior to his current role, he served as Director of Finance and Operations at The Peck School (NJ). Andrew began his career teaching English at the Kent School in Kent, CT while coaching and working in the Admissions office from 2004-2008. After a year at Lehigh University coaching the Women' Varsity Rowing team, he spent two years in Washington, D.C, completing graduate school at George Washington University. While in school, he launched and served as CFO of an educational start-up company that guides student-athletes through the college recruiting process. Upon graduation, he began work with PricewaterhouseCoopers as a management consultant in its Finance Transformation practice before joining the Peck administrative team in 2015. Mr. Schneider earned his Masters of Arts at the Bread Loaf School of English at Middlebury College in 2009, following his Bachelor of Arts in English and Psychology from Rutgers University in 2004. In 2011, he completed his Master of Business Administration from George Washington University, where he was awarded the "MBA Leadership Award" for outstanding contributions to his graduate program.

Chance Van Sciver is the Chief Financial Officer at Doane Academy. Chance is a positive, high-energy, general, financial, and sales management professional with 20+ years of hands-on experience in finance, operations, sales, purchasing, data mining, and marketing. With a marketing degree from the University of Pennsylvania, Chance is also the Head Rowing Coach at Doane.

Facilitated by:

Genevieve Madigan is the CFOO 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 thirty years. She serves on the NJAIS Accreditation committee, as Treasurer for the International Coalition Girls Schools (ICGS) and was the Co-chair, Board of Trustees, Purnell School. Prior to joining Kent Place in 2017, she spent almost ten years at the National Business Officers Association (NBOA) in a number of roles, lastly as the 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.

Program Fee

Individual Session Fees:

$50 per registrant, Member Schools that Attended Trustee Enrichment Day on Saturday, January 21, 2023

$75 per registrant, all other Member Schools

$150 per registrant, Non-Member Schools

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MEMBER INFORMATION: If your school is a member of NJAIS, upon receipt of your registration, we will automatically generate an invoice and send it to your Business Office. Payment is not required at the time of your registration. Your school will have 30 days to pay the invoice.

NON-MEMBER INFORMATION: If you are an employee of an organization or school that is NOT a member of NJAIS and you are registering for this workshop, please provide the company/school address. We will automatically generate an invoice and send it to your Business Office. Payment is not required at the time of your registration. Your school will have 30 days to pay the invoice. Thank you.

By engaging with this session, participants expressly acknowledge and respect the intellectual property of the presenters. Participants will not independently record, or knowingly let anyone else record, any portion of this session. Participants will also not share Zoom information or any program resources.

Registration fees will only be refunded if NJAIS is notified of your cancellation one week prior to the program. You may transfer your registration to a colleague in your school at no cost.