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Professional Development > Trustee Enrichment Day > Trustee Enrichment Day 2017-2018


 

 

TRUSTEE ENRICHMENT DAY

Sunday, 12 November 2017

The Lawrenceville School

Lawrenceville, NJ



SCHEDULE OF THE DAY
Sunday, 12 November 2017

8:00-8:40 a.m. Registration:  Kirby Arts Center
Continental Breakfast:  Kirby Center Cafe
Visit Exhibitors:  Lobby of Kirby Arts Center

8:45 a.m. Opening Remarks and Welcome:  Kirby Arts Center
Steve Murray, Head Master of The Lawrenceville School
David Lowry, President, NJAIS Board of Trustees
Carole J. Everett, NJAIS Executive Director

9:00-9:30 a.m. Featured Speaker:  Kirby Arts Center
The Innovator’s Journey:  Climbing the Mountain to a Big Idea, Tim Fish, NAIS Chief Innovation Officer

9:40-10:30 a.m. Session I:  Workshops, Kirby Math and Science Center

10:40-11:30 a.m. Session II:  Workshops, Kirby Math and Science Center

11:40 a.m.-12:30 p.m. Session III:  Workshops, Kirby Math and Science Center

12:45 p.m. Lunch:  Irwin Lower Dining Hall
Extra seating in McClennan Room

1:30 p.m. Some schools may be meeting as a Board to debrief the sessions attended.

NJAIS TRUSTEE ENRICHMENT DAY 2017 PLANNING COMMITTEE
Nat Conard, Head of The Pingry School; Eileen Lambert, Head of Saddle River Day School; Steve Loy, Head of Rutgers Preparatory School; Steve Murray, Head Master of The Lawrenceville School; Marilyn Stewart, Head of Red Oaks School; Amy Ziebarth, Head of Far Brook School

NJAIS STAFF
Carole J. Everett Executive Director
Lisa Campisi Director of Accreditation and Corporate Sponsor Liaison
Rachel Folan Director of Professional Development
Margaret Martin Farrand Administrative Assistant/Office Manager

WIRELESS NETWORK:   NJAIS (no password necessary)

SAVE THE DATE:   NJAIS Trustee Enrichment Day, Saturday, 12 January 2019 at The Pennington School

WORKSHOPS

9:40-10:30 a.m.  SESSION I

  1. Continue the Conversation on School Innovation, Tim Fish, NAIS Chief Innovation Officer, Room 111

  2. Governance 101, Robert Landau, Educational Consultant, Two Roads Education, LLC Kirby Arts Center

  3. Hot Legal Issues for Trustees, Caryn Pass, Esq., Venable LLP, Room 113

  4. NJ Demographics and How They Can Inform Trustee Conversations and Marketing Campaigns, Kristen Volkland, Erbach Communications Group, Room 118

  5. Successful School Head Transition Planning, Peter Gillin, Diversified Search, Room 116

  6. Social Media:  The Good, Bad, and Ugly, Stefani C Schwartz, Esq., Partner, and Jody T. Walker, Esq., Counsel, Schwartz, Simon, Edelstein & Celso, Room 1015

  7. Institutional Economics:  Establish and Sustain a Clear Operating Strategy and Credible Economic Model, William Kummel, Principal, Rational Partners, Room 112

  8. The Life Cycle of Fundraising Campaigns:  Preparing, Executing, and What Comes After, Matthew Metzgar, Executive Director, CCS, Room 114

  9. Board Awareness of Physical and Mental Health Issues on Campus:  One School’s Approach, Joseph Algrant, Upper School Principal, Dr. Danny Carragher, School Psychologist, and Lisa Wittner, Dean of Student Life, Dwight-Englewood School, Room 1024

  10.  The New Non-Profit Financial Statements Presentation Standard:  Yes, It Will Affect All Schools, Heather Taylor, Director, EisnerAmper Not-For-Profit Services Group, Room 115

  11. Strategic Management of the Technology Lifecycle for Efficiency, Reliability, Security, and Innovation on Campus, Ryan Bennett, Director of Technology, Peddie School; David Kapferer, Director of Technology, Newark Academy; Stephanie Hammond, Instructional Technology, Newark Academy; Alex Podchaski, Direcctor of Technology, Oak Knoll School of the Holy Child; William Stites, Director of Technology, Montclair Kimberley Academy, Room 1018

  12. How to Evaluate Your Head of School with a Focus on Partnership and Support, Namita Tolia, Head of School, and Aaron Delaney, Board Chair, Montclair Cooperative School, Room 1025









WORKSHOPS

10:40-11:30 a.m.  SESSION II

  1. Reimagining Pleasant Hill School:  Applying a Case Study Approach to Find Your School’s NextGen Thrivabilities, Tim Fish, NAIS, Chief Innovation Officer, Room 111

  2. Advanced Governance, Robert Landau, Educational Consultant, Two Roads Education, LLC, Kirby Arts Center

  3. The Role of a Trustee In A School’s Enrollment Efforts, Tom Sheppard, Director of Enrollment Management, Lawrenceville School; Jennifer Beams Sheppard, Director of Admission and Financial Aid, Princeton Academy of the Sacred Heart, Room 118  

  4. Cybersecurity, Lena Licata, Director, EisnerAmper Consulting Services Group, Room 1024

  5. The Modern Portfolio: Investing Today and Beyond and Working with Your School’s Investment Committee, Christina Nash and William Stolow, Knox Grove Financial, LLC, Room 1018

  6. The Trustee’s Role in Fundraising, Christopher Polito, VP, CCS, Room 114

  7. The Legal Pitfalls of Field Trips:  Don’t Let Your School Get Taken for a Ride, Lawrence S. Schwartz, Esq., and Stephen J. Edelstein, Esq., Partners, Schwartz, Simon, Edelstein & Celso, LLP, Room 1015

  8. Continue the Conversation on Institutional Economics:  Open Forum Discussion of Market Position, Comparative Advantage, Student Population, and Financial Sustainability, And Why Net Tuition Revenue (NTR), Is Not the Only Number That Matters, William Kummel, Rational Partners, Room 112

  9. The Board’s Role in Managing a Crisis, Christopher Lukach, Anne Klein Communications Group, LLC; Caryn Pass, Esq., Venable LLP, Room 113

  10. Financial Management Policies:  Critical Directives, Heather Taylor, Director, EisnerAmper Not-for-Profit Services Group, Room 115

  11. Successful Head Searches and Transition Planning, Peter Gillin, Diversified Search, Room 116








WORKSHOPS

11:40 a.m.-12:30 p.m.  SESSION III

  1. The Head of School’s Contract, Stefani C Schwartz, Esq., Partner, and Jody T. Walker, Esq., Counsel, Schwartz, Simon, Edelstein & Celso, Room 1015

  2. The Board’s Role in Managing A Crisis, Christopher Lukach, Anne Klein Communications Group, and Caryn Pass, Esq., Venable LLP, Room 113

  3. Case Studies for Boards, Jill Singleton, Head of School, All Saints Episcopal School of Hoboken, Room 112

  4. The Role of a Trustee In A School’s Enrollment Efforts, Tom Sheppard, Director of Enrollment Management, The Lawrenceville School; Jennifer Beams Sheppard, Director of Admission and Financial Aid, Princeton Academy of the Sacred Heart, Room 118

  1. The Essentials of School Finance for Trustees, Nat Conard, Headmaster, The Pingry School; Olaf Weckesser, Chief Financial Officer and Director of Operations, The Pingry School, Room 111

  2. Board Chair Conversation and Exchange, David Lowry, Facilitator, Room 114

  3. Global Issues for Schools, Kevin Merges, Executive Director of Global Education, Programs, Rutgers Preparatory School and Robert Landau, Educational Consultant, Two Roads Education, LLC, Room 116

  4. What Boards Need to Know About Governance and Accreditation, Co-Chairs of the NJAIS Accreditation Committee:  Eileen Lambert, Head of Saddle River Day School, and Tom Woelper, Head of Far Hills Country Day School, Room 1025

  5. Improving Your Facilities:  Ken Levien and Allison Robin Zampetti, Levien and Associates; Mark Thaler, Senior Associate, Gensler; Dr. Rodney V. De Jarnett, Head of School, Dwight-Englewood School, Room 1024

  6. What Every Board Should Know About Form 990, Michelle S. Martin, Klatzkin & Company LLP, Room 115

  7. Making the Transition to a New Head:  A Panel: Fr. Robert OSA, Ph.D, Head of School, St. Augustine Preparatory School; Dr. Jim Devine, Assistant to the Head of School, St. Augustine Preparatory School; Jennifer Galambos, Head of School, Kent Place School, and Janis Smith-Gomez, VP, Kent Place School Board of Trustees, and Co-Chair of the Search Committee, Room 1018






OPENING REMARKS:  8:45 a.m., Kirby Arts Center

9:00 a.m.:  Featured Speaker:  Tim Fish, NAIS Chief Innovation Officer, Kirby Arts Center

The Innovator's Journey:  Climbing the Mountain to a Big Idea

Innovation is thriving in our schools.  Teachers are alive with ideas and actively experimenting with new learning models.  Yet, many schools are struggling to find ways to tie these exciting “day hike" innovations together to advance a larger purpose at the school.  In this opening address, Tim Fish will serve as mountain guide on an expedition up the Magnetic Mountain.  He will deconstruct case studies from schools that have “summited” as he helps schools think about their own differentiated value proposition. Put your pack on and join us on the journey.

Biography:  Tim Fish was appointed as the first Chief Innovation Officer at NAIS in July 2016.  He has deep roots in the independent school community and a long history at McDonogh School (Maryland).  Most recently, he was the school’s Associate Headmaster and served as interim CFO. During his time at McDonogh, Mr. Fish also oversaw the K-12 admissions and financial aid process, the academic program, facility development, faculty development, technology, diversity, and strategic planning.

Tim Fish was also the founding President and CEO of the Folio Collaborative, a nonprofit community of more than 150 schools around the world focused on working together to build a flexible faculty/staff development process that is grounded in strong relationships and meaningful conversations.  From 2011 to 2013, Fish managed the growth of the collaborative, seeing it through from its start-up roots to become the full-fledged community of independent schools that it now is.

In his new role at NAIS, Tim is leading the information technology team, ensuring its focus on both infrastructure and innovation, as well as the ed tech/teaching and learning as well as the DASL and Research teams.  He is also responsible for creating processes and frameworks for discovering new solutions and approaches to old problems, nurturing practices for creative thinking throughout the organization, and monitoring research and development in the field to spot trends in innovation and supplement research findings in the K-12 education landscape.

Tim is the co-author of the book Leadership and Technology at Independent Schools.  He started his career as a 4th-grade teacher and has served as a founder, board member, and consultant for a variety of education and technology-related schools, organizations, and companies.  Tim has an undergraduate degree from St. Francis University and a master’s from George Mason University. He is also the father of four children ranging in age from 12 to 21.


SESSION I WORKSHOPS

9:40-10:30 a.m.  

1.   Continue the Conversation on The Innovator's Journey:  Climbing the Mountain to a Big Idea, Tim Fish, NAIS Chief Innovation Officer, Room 111
Join your mountain guide, Tim Fish, as he expands on thoughts on school innovation.

Presenter:  Tim Fish, NAIS Chief Innovation Officer  

Please see Tim Fish’s bio above on page 6.


2.  Governance 101, Robert Landau, Educational Consultant, Two Roads Education, LLC Kirby Arts Center

This session is for Board of Trustee members in their first or second year of service on the Board, or for those who want a reminder of the principles of good governance.  You will be presented with an overview of the basic concepts of independent school governance, including the roles and boundaries of the four major players: the Board, Head of School, faculty, and parent body.  Case studies provide an interactive session.

Presenter:  Robert Landau, Educational Consultant, Two Roads Education, LLC
Robert Landau was born and raised in Los Angeles, California to a movie and TV screenwriter father and drama teacher mother.  During his college years in San Francisco he had the opportunity to live and study in Sweden for his junior year of college and this experience changed his life.  After two more summers working at a summer camp in Switzerland, he returned to California where he received a teaching credential and went right back overseas to become a teacher and administrator in international schools in Switzerland, Indonesia, Czech Republic, China, Cambodia, and Singapore.

After 40 years abroad, Robert returned to the USA in 2015, to become the Executive Director of the Hawaii Association of Independent Schools (HAIS).  Recently, he formed Two Roads Education and works as a Strategist collaborating with public, private, independent, and charter schools in Hawaii and abroad.  He still has a close connection to Cambodia as the Founder and Board Chair of Cambodia's Future Foundation. CFF gives economically disadvantaged, highly capable high school students a full scholarship to university in Cambodia.

  1. Hot Legal Issues for Trustees, Caryn Pass, Esq., Venable LLP, Room 113
    Hear independent school lawyer Caryn Pass discuss the wide range of legal challenges confronting independent schools and learn pro-active strategies that can limit liability exposure.

Presenter:  Caryn Pass has represented independent schools for over 25 years.  As Chair of Venable’s Education Practice she advises over 200 schools nationwide on a wide range of legal issues while tracking trends specific to independent schools.

Ms. Pass works with schools on legal issues raised by students, parents, employees, trustees, donors, alumni, neighbors, and vendors by establishing policies, procedures, and strategies that promote positive working and learning environments while limiting potential liability exposure.  A problem solver and strategic thinker, Ms. Pass helps avoid liability in a manner consistent with school culture.

Ms. Pass works on documents utilized by independent schools, including employment, enrollment, and contractor agreements.  She advises on the proper use of technology and social media, wage and hour compliance, employee and student discipline, admissions, investment and financial issues, FMLA, performance evaluation design, and employee termination.  She conducts investigations involving students, employees, and other members of the school community. In addition, she reviews employee and student handbooks, develops emergency preparedness plans, and works with experts in the assessment of campus security.  Ms. Pass designs and reviews Bylaws and governance policies and works with Boards to establish good governance.

Ms. Pass is well known for her commitment to mentoring, supporting, and developing the next generation of independent school leadership and assists in developing transition plans and strategies for ensuring the new Head’s success.  She drafts and designs Head of School employment contracts and advises on the intermediate sanctions process. Ms. Pass regularly presents at NBOA and NAIS annual conferences and before regional and professional independent school associations.


  1. NJ Demographics and How They Can Inform Trustee Conversations and Marketing Campaigns, Kristen Volkland, Erbach Communications Group, Room 118
    Identify and capitalize on population and demographic changes affecting your school. Learn how to access free government data, broken down to the county and city level, to help you understand trends that have an impact on your school.  We’ll discuss the most common trends to look for and how they affect your marketing.

Presenter:  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.

  1. Successful School Head Transition Planning, Peter Gillin, Diversified Search, Room 116
    This presentation will focus on the importance of succession planning in independent schools.  The session will include planning a search; determining if a school will use a search firm or consultant; determining a representative search committee; the ten “do’s and don’ts” of talent evaluation; successful transition; communication strategies; successful completion of a search; and setting up a new Head for success.

Presenter:  Peter J. Gillin is a Managing Director in the Education, Nonprofit, and Arts and Culture Practice at Diversified Search.  He spent his early career in education, as a teacher, coach, and administrator. Now as a search executive, he identifies and places highly qualified professionals in key education and nonprofit leadership roles.

Mr. Gillin began his career at the Episcopal High School of Virginia, where he served in various roles, including as an English teacher; dormitory head; coach (lacrosse, soccer, squash); and member of the Admissions and Marketing, Philosophy, and Student Life and Disciplinary Committees.  At the Pomfret School in Connecticut, he was part of the senior administrative team, where his titles included Dean of Students and Director of Residential Life. While there, he served on the school’s Diversity Committee, was faculty advisor to the student diversity group, taught American and British literature, and coached lacrosse and squash.

Using his deep roots in education in an entirely new way, Mr. Gillin entered the executive search industry. Before joining Diversified Search in 2017, he worked as a consultant for Princeton, N.J.-based Wickenden Associates, where, as a senior search consultant, he recruited and placed both Heads of School and Division Directors in independent schools around the country.  He was also involved in working with Boards to develop best practices and onboarding for senior leaders.

Among his professional activities and achievements, Mr. Gillin is a founding member of the Tecumseh Alumni Association, a former board member and coach of the Princeton Lacrosse Club, and a former volunteer fire fighter.  A Philadelphia area native, he and his family reside in Bryn Mawr, PA. Mr. Gillin earned his B.A. and
M. Ed. from the University of Virginia.

  1. Social Media:  The Good, Bad, and Ugly, Stefani C Schwartz, Esq., Partner, and Jody T. Walker, Esq. Counsel, Schwartz, Simon, Edelstein & Celso, Room 1015
    This seminar will discuss legal and policy issues concerning evolving technologies   
    and social media sites such as Facebook, Twitter, and YouTube, as they relate to  
    both employees and students.  Topics to be covered include: acceptable use, privacy rights, cyber-bullying, “free speech,” copyright, student and employee discipline, Cloud computing, and the new law restricting employer access to the usernames, passwords, and related personal social media account information of current and  prospective employees.

Presenters:  Stefani C Schwartz, Esq., Partner, has devoted her legal career to representing employers in all aspects of employment law, including discrimination, harassment, retaliation, and wrongful termination matters.  Stefani is an active member of the legal and non-legal community, serving on many Boards and committees for nonprofit organizations, banks, and professional associations. She is regularly asked to speak on areas such as sexual harassment and discrimination in the workplace, employment policies and handbooks, and employment law at seminars and conferences throughout the state.

Stefani was featured and honored in 2012 by NJBIZ as one of the “Best Fifty Women in Business.”  Beginning in 2012, she was named a “Rising Star” then ultimately, since that time to the present a “Super Lawyer” in the area of Labor and Employment Law.  In 2015, she was named one of the Top 50 Women Lawyers by the “Super Lawyers” publication.

Stefani earned her bachelor’s degree from Gettysburg College, and her MPA and JD from Rutgers.  She also enjoys competitive horse show jumping. Ms. Schwartz is the mother of two children who have attended NJAIS schools. 

Jody T. Walker, Counsel, is a member of the firm’s labor and employment group. Her focus is on counseling and litigation, and she works closely with a wide range of clients including independent schools, private companies, charter schools, boards of education, and non-profits.

Jody’s professional experience includes successfully representing clients before courts and administrative agencies in all aspects of employment and labor law, including discrimination, retaliation, and sexual harassment.  She has also successfully represented clients with respect to labor issues in arbitration. Jody drafts and reviews employee agreements and handbooks, and provides counseling services to management on issues ranging from employee leave and accommodations to discipline.  Jody has published several articles on employment and labor law, and is a member of the Society for Human Resources Management. During law school, Jody was given the award for Most Significant Contribution to Clinical Programs Overall, based on her work at Seton Hall Law School’s Center for Social Justice.


  1. Institutional Economics:  Establish and Sustain a Clear Operating Strategy and Credible Economic Model, William Kummel, Principal, Rational Partners, Room 112

The traditional economic model of independent schools and colleges is highly stressed and getting harder.  Program revenue and expense doubled over 25 years (in real terms). Philanthropy dynamics often press endowment draw over target. Core constituents seek clarity in institutional competitive advantage and outcome measurements.  An effective, efficient, and sustainable balance of resources to environment – effective positioning, a tight ship, and efficient philanthropy – is critical. Institutions must establish and sustain a clear operating strategy and economic model for unique, meaningful education programs, student population, and philanthropic support.  Once successful, a school secures for itself: a unique market position; material comparative advantage; long-term sustainable economics.

This presentation provides three board-level tools:  an integrated roadmap; analytic methodology; and performance benchmarks.  In this session, apply methodology and metrics to understand and secure for your school a near and long-term operating strategy and sustainable economic model.  Presentation includes benchmark data for 250 northeast independent schools and 50 liberal arts colleges.

Presenter:  William (Bill) Kummel is a Principal of Rational Partners, a New York-based management consultant in institutional economics, benchmarking, and advancement to independent schools and colleges.  The work measures and evaluates near and long-term institutional market position, comparative advantage, and financial sustainability. The approach draws upon deep experience in logistics, direct marketing, and finance.  

A graduate of independent schools – Phillips Academy (Andover), Buckley (NYC), and Episcopal (NYC) – Bill received an MBA and JD from Georgetown as well as a BA in architecture from Yale.  His parents attended Newark Academy and Vail-Deane. A recent presenter at NJAIS Business Officer and Advancement Conferences as well as the NAIS Commission on Accreditation, he is a featured presenter this winter and spring at regional meetings of Heads and Trustees of regional and state associations throughout New England and Mid-Atlantic.  

  1. The Life Cycle of Fundraising Campaigns:  Preparing, Executing, and What Comes After, Matthew Metzgar, Executive Director, CCS, Room 114

We know that campaigns are opportunities to focus your school community around common goals and raise extraordinary support for key organizational priorities.  But campaigns have multiple benefits. They can inspire leadership, elevate giving levels of current donors, and attract new donors. This session will explore how to prepare and execute a campaign, and will answer some of these fundamental questions: Is conducting a feasibility study important?  What is expected of the Board? What are fundamental steps in preparing for and executing a campaign? Once the campaign is completed, how do we maintain the momentum? Join Matthew Metzgar, Executive Director at CCS, to learn strategies for preparing and executing a campaign, and leveraging campaign momentum once it is done.

Presenter: Matthew Metzgar, Executive Director, CCS provides expertise in campaign planning and management, major gifts fundraising, and capital and endowment campaign strategy to numerous clients.  He is constantly inspired by the sense of dedication, community, and generosity that a successful campaign fosters. Matt has worked with private and independent schools, higher education institutions, religious organizations, and arts and culture non-profits throughout the Mid-Atlantic and Northeast.  Matt received a Bachelor of Arts degree from Hartwick College and a Master’s in Public Administration degree from Cornell University.

  1. Board Awareness of Physical and Mental Health Issues on Campus:  One School’s Approach, Joe Algrant, Upper School Principal, Dr. Danny Carragher, School Psychologist, and Lisa Wittner, Dean of Student Life, Dwight-Englewood School, Room 1024
    Working together as a team across disciplines, members of The Dwight-Englewood School are examining the socio-emotional offerings that already exist and the missing pieces within their curriculum in order to create a scaffolded, theoretically-based program of study that addresses both their diversity and mission statement. Members of this team hope to take Dwight-Englewood's Profile of a Graduate to a higher level, creating alumni that have a fuller understanding of themselves and how they come to understand the world around them. Through a ninth grade seminar class, a tenth grade ethics program, eleventh and twelfth grade mentoring programs, health and wellness and psychology classes (and more), Dwight- Englewood is working hard to create a culture where students learn to recognize, examine, and ultimately talk across difference in order to be a true life-long learners. In our discussion, we will talk about how this process started, the problems and solutions we have faced, and brainstorm about where we hope to take this program and why.

Presenters: Joseph Algrant, came to Dwight-Englewood in 2006 as the Upper School Principal, where he has spent much of his time tending to issues of student culture and the socio-emotional development of students in high school, both from a curricular and co-curricular standpoint.  Prior to that he was the Upper School Director at the Hawken School in Gates Mills, OH. Originally from New York City, Joseph spent 17 years at the Ethical Culture Fieldston School. He began at ECFS on the biology faculty and as varsity swim coach and moved into administration as a grade level dean and then as Assistant Principal. During that time the school removed Advanced Placement courses from the Upper School curriculum, and added a senior project program, as well as building the health and mentorship programs. Along with teachers from other departments, he created different interdisciplinary courses involving science. Joe began his teaching career at the Birch Wathen School in New York City. He earned a master’s degree in education at the Stanford University School of Education and a bachelor’s degree from Harvard College. He has taught summer workshops on leading an Upper School for Independent School Management. He and his wife have two daughters, one of whom graduated from Dwight-Englewood in 2017, and one currently in her 12th year in the school. 

Dr. Danny Carragher is a licensed clinical/school psychologist who has worked with children and adolescents in a variety of settings for over 25 years, including Boston’s Children’s Hospital, Montefiore Medical Center in the Bronx, and the Green Chimney’s Gramercy Residence.  He served as a project director for longitudinal studies for both the CDC and the NIH, taught psychology courses for the past 15 years at New York University, maintains a part-time private practice in Manhattan, and currently teaches full-time at the Dwight-Englewood School.  Dr. Carragher’s dissertation examined the high school experiences of non-identified gay youth. He has also done work with GLSEN, HRC, the Empire State Pride Agenda, and various other LGBT organizations, both as a diversity trainer and psychologist-researcher.

Lisa Wittner has been working with adolescents for the past 27 years.  With a BA in political science from Vassar College, and an MA in somatic psychology from the Naropa Institute, she has worked in public and private schools as a counselor, health educator, Dean of Student Life, and Dean of Students.  She also facilitates parent-daughter workshops throughout NY and NJ in conjunction with the non-profit organization, Girls Leadership, a group focused on equipping girls with the tools to allow them to be authentically themselves. Her work is also greatly informed by the training and work she has done around issues of diversity, equity, and social justice.  In her role as a Grade-Level Dean, Lisa has worked for the past two-and-a-half years at the Dwight-Englewood School on developing programming to help address the social and emotional needs of adolescents today.

10. The New Non-Profit Financial Statement Presentation Standard:  Yes, It Will Affect All Schools, Heather Taylor, Director, EisnerAmper Not-for Profit Services Group, Room 115
In an effort to improve information presented in a non-profit entity’s financial statements regarding liquidity, financial performance, and cash flows, and to provide more useful information to users of non-profit financial statements, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities.  This is the first significant update to the non-profit financial statement reporting model in over 20 years.  With the effective date just around the corner, we will discuss the changes and requirements for which your school should be preparing.

Presenter:  Heather Taylor is an Audit Director with EisnerAmper LLP.  Heather has over 25 years of experience in the public accounting and auditing profession.  She works with independent (private) schools and other non-profit organizations, and is informed about the issues that effect these organizations.  She is responsible for the oversight of the planning, supervision, and preparation of nonprofit financial statements, as well as financial analysis and business planning for her nonprofit clients.

  1. Strategic Management of the Technology Lifecycle for Efficiency, Reliability, Security, and Innovation on Campus, Ryan Bennett, Director of Technology, Peddie School; David Kapferer, Director of Technology, Newark Academy; Stephanie Hammond, Instructional Technology, Newark Academy; Alex Podchaski, Director of Technology, Oak Knoll School of the Holy Child; William Stites, Director of Technology, Montclair Kimberley Academy, Room 1018
    How can Trustees confidently steer their communities during times of rapid technological change?  This interactive panel discussion will explore key industry trends, potential risks, and best practices for managing technology throughout its lifecycle in order to advance modern, secure learning environments. Technology Directors and Technologists from NJAIS schools will lead Trustees in a discussion on the following topics:

  • Budgeting considerations for strong technology architecture governing campus infrastructure, networks, information systems, redundancy, hardware, classroom technologies, and devices. (Ryan Bennett, The Peddie School)

  • Planning for digital obsolescence: Understanding the lifespan of educational technology and developing comprehensive maintenance plans and policies. (Alex Podchaski, Oak Knoll School of the Holy Child)

  • Breaking Ground: Strategies for future proofing new campus facilities in an evolving technology landscape. (David Kapferer, Newark Academy)

  • Strengthening our understanding of cybersecurity and developing best practices to keep our learning communities safe. (Bill Stites, Montclair Kimberley Academy)

  • Exploring emerging learning technologies and related practices and their potential impact on K-12 education. (Stephanie Hammond, Newark Academy)

Presenters:  Ryan Bennett is currently the Director of Technology at Peddie School in Hightstown, NJ.  A Michigan native who started his career as a high school mathematics teacher in the Kalamazoo Public Schools, Peddie is the third independent boarding school Ryan has lived in and led a Technology Department. Ryan has over two decades of experience managing all facets of campus infrastructure, help desk management, end-user expectations, technology personnel, and everybody's favorite – budgetary decision making.  When not working with the Business Office to procure all the necessary services and equipment for the best possible user experience, Ryan is likely on the soccer field as a referee for all levels of youth, high school, and amateur adult players. If you can't find him there, chances are good he's clearing his head while riding his Harley-Davidson along some winding back road.

David Kapferer came to Newark Academy in 2014 as the Technology Director. Prior to that, Dave worked for 13 years at Lancaster Country Day School in Pennsylvania.  In addition to coordinating educational technology initiatives, he has taught various courses within the framework of STEAM (science, technology, engineering, arts and math), with a particular interest in digital filmmaking.  Dave holds a BA in Science, Technology and Society from Lehigh University and an MS in Instructional Media from Wilkes University. He lives in West Orange with his wife and two young children, all avid runners.

Stephanie Hammond is an Instructional Technologist at Newark Academy with more than 10 years experience in education, serving as a Middle School Gifted & Talented, Communication Arts, and English Teacher.  Serving diverse learners in the classroom inspired. Stephanie to explore and experiment with emerging educational technologies that enabled her to craft differentiated learning opportunities for students.  She continues to share her passion for technology with faculty and students at Newark Academy and study Educational Technology Leadership at George Washington University. Stephanie also holds a master’s degree in Educational Leadership, serves on the NJAIS Professional Development Committee, NJAIS Technology Steering Committee, and Co-Chairs the Newark Academy Faculty Technology Committee.  

Alex Podchaski serves as the Director of Technology at Oak Knoll School of the Holy Child in Summit, NJ.  He was the first in New Jersey to earn the Certified Educational Technology Leader (CETL) designation from CoSN, which is based on a framework of essential skills for a K12 CTO.  Alex co-founded and moderates #edtechchat and has presented at CoSN, NBOA, and ATLIS as well as at multiple edcamps throughout the region.

William Stites is Director of Technology at Montclair Kimberley Academy with over 20 years experience in educational technology.  Over this time he has served the school as a third grade teacher, primary school technology coordinator, webmaster, taught high school web design, and co-lead the Irish Studies program.  Outside of school he has been an advisor to the New Jersey Educational Computing Cooperative (NJECC), serves on the NJAIS Technology Steering Committee, is a senior collaborator with Educational Collaborators, and blogger-in-chief for edSocialMedia.  

  1. How to Evaluate Your Head of School with a Focus on Partnership and Support, Namita Tolia, Head of School, and Aaron Delaney, Board Chair, Montclair Cooperative School, Room 1025

This workshop will describe how we developed a system for evaluation and support of a new Head of School using NAIS best practices as our guide.  items to be discussed include:  the selection and composition of the Head Support and Evaluation Committee; the annual goal-setting process; calendar of meetings and feedback throughout the year; the NAIS HOS evaluation survey process; and our evaluation report and recommendations.  We will describe how we maintain a self-reflective and collaborative support process throughout.

Presenters:  Namita Tolia has been Head of School of Montclair Cooperative School since 2015, and has been involved with progressive schools for twenty-two years.  Her daughter attends the Co-op and is in Pre-K this year.  Namita has served as a Lower School Head at Little Red School House in Manhattan and at The San Francisco School. Prior to that she was an elementary school teacher in the Bay Area. Having been a founding member of the POCIS-Bay Area Chapter (People of Color in Independent Schools) and AsEA (Asian Educator’s Alliance), Namita’s areas of special interest include diversity in independent school education and leadership.

Aaron Delaney is the Board Chair of Montclair Cooperative School.  His three boys aged 10, 8 and 6 attend the school. He has served on the Board since 2013, and has been Board Chair since 2014.  During his time on the Board, Aaron has played a key role in a Head transition, Bylaw revisions, and significant reforms to the Board governance procedures.  By day, he is Counsel at Paul, Weiss, Rifkind, Wharton & Garrison LLP where he specializes in white collar and regulatory matters, and also maintains an active pro bono practice, with such organizations as the Center for Reproductive Rights and The Innocence Project.  Throughout his career, Aaron has been involved in public service and governance work, including in student government, politics and various community organizations.




















SESSION II WORKSHOPS

10:40-11:30 a.m.    

  1. Reimagining Pleasant Hill School:  Applying a Case Study Approach to Find Your School’s NextGen Thrivabilities, Tim Fish, NAIS Chief Innovation Officer, Room 111
    The research and innovation teams at NAIS collaborated to create Pleasant Hill School, a case-study academy based on real member school data.  Participants in this break-out session will work as consultants to examine data and imagine a path forward for this struggling school. At the end of this design-thinking session teams will “pitch” their ideas for school improvement and talk about how the incubation process can be applied at their own schools.  

Presenter:  Tim Fish, NAIS Chief Innovation Officer.  
Please read his bio above on page 6.

  1. Advanced Governance, Robert Landau, Educational Consultant, Two Roads Education, LLC, Kirby Arts Center

This session will briefly review the responsibilities of Trustees to effectively address the fiduciary and strategic levels of governance.  Discussion will focus primarily on the generative level. The tools that Trustees require in order to generate creative and impactful solutions to emerging challenges will be identified, and the conditions the entire Board needs to create in order to nurture generative type activities will be characterized.   Examples of generative thinking will be examined and contrasted to different problem solving strategies and perspectives.    

Presenter:  Robert Landau, Educational Consultant, Two Roads Education, LLC  
Please see his bio on page 7.

  1. The Role of a Trustee In A School’s Enrollment Efforts, Tom Sheppard, Director of Enrollment Management, Lawrenceville School; Jennifer Beams Sheppard, Director of Admission and Financial Aid, Princeton Academy of the Sacred Heart, Room 118
    The single biggest funding source for NJAIS schools is tuition revenue driven by enrollment.  As trustees you have an important role to play in understanding the enrollment and tuition revenue challenges your school faces today.  Join us to learn more about the exact nature of that challenge, understand how you can support your Head of School and the admission office staff, and hear about admission/enrollment strategies that will succeed in today’s highly competitive and rapidly changing school environment.

Presenters:  Jennifer Beams Sheppard, Director of Admission and Financial Aid, Princeton Academy of the Sacred Heart  
Jennifer has enjoyed a 24-year career in admission and financial aid including leading two offices at the 9-12 level as Director of Admission and Financial Aid at The Urban School in San Francisco, CA (9-12, Day) and Director of Enrollment Management at George School in Newtown, PA (9-12, boarding and day school).  Most recently, Jennifer has focused her efforts at the PK-8 level as Director of Admission at Princeton Academy of the Sacred Heart (PK-8, day). Her efforts at PASH, build upon her successful tenure as Director of Admission at Stevenson School’s Carmel Campus (PK-8, Day). There, she led a remarkable effort to grow the school’s enrollment from 167 students to 224 students in three years utilizing a variety of enrollment management strategies designed for schools with limited staffing.

Tom Sheppard, Dean of Enrollment Management, The Lawrenceville School
Tom has enjoyed a 21-year career in enrollment management following five years as a classroom teacher.  Having served as Director of Admission and Financial Aid, Trinity-Pawling School (9-12, Boarding and Day), Dean of Enrollment Management at Stevenson School (PK-12, boarding and day), and Dean of Enrollment Management at The Lawrenceville School (9-12, boarding and day), Tom is also actively involved with industry-wide efforts in support of the admission/enrollment management profession.  Most recently, Tom completed a 10-year tenure as faculty member and Chair of the Admission Training Institute (ATI). Founded by the Enrollment Management Association, the ATI is the country’s leading training program for new admissions professionals. Tom currently serves as a Trustee for Storm King School (9-12, boarding and day). In July, Tom will begin his tenure as Head of School at St. Andrew’s Episcopal School in Jackson, MS.

  1. Cybersecurity, Lena Licata, Director, EisnerAmper Consulting Service Group, Room 1024

Cybersecurity is a major concern across all industries, including independent schools; reputational risk is at an all-time high. A school’s success, in part, hinges greatly on the trust of their donors and benefactors. Exploitations within the independent school sector can greatly affect the school’s ability to generate new donors, retain existing ones and retain students should confidential information and/or other data be compromised.

Presenter:  Lena Licata, Director in EisnerAmper’s Consulting Services Group has extensive experience guiding clients through the world of cybersecurity to ensure they are fending off data breaches and have appropriate procedures in place should a threat occur.

  1. The Modern Portfolio: Investing Today and Beyond and Working with Your School’s Investment Committee, Christina Nash and William Stolow, Knox Grove Financial, LLC, Room 1018

The investment landscape that we are dealing with today is drastically different than that of the past.  Portfolios that will thrive in the future will need to include more than traditional asset classes.  In this session, we will discuss how portfolios have evolved over the past three decades and how foundations, pensions, and endowments have led the way.  


Presenters: Christina Nash, Knox Grove Financial  

Christina has built a strong reputation by helping individuals, families, and business owners make informed decisions about their financial future.  She is qualified to provide customized services across a broad range of fields including investment portfolio management, life and long-term care insurance, business insurance and benefits, 401(k) plans, and retirement planning.  Christina earned a BS in Finance from Florida State University and a Masters of Education from the University of South Alabama. She holds the Series 7, 63, and 66 designations from the Financial Industry Regulation Authority (FINRA) along with holding her life, health, and disability insurance licenses.  She lives in NJ with her family and is involved with many civic and charitable organizations in the Princeton area.

William “Bill” Stolow, Financial Advisor, Knox Grove Financial, LLC
Bill has been in the financial services industry since 2006.  His primary focus is on providing customized investment and insurance services to individuals, families, and business owners.  In addition, Bill is a Medicare Specialist and able to provide answers to the many questions Medicare Beneficiaries are faced with throughout the year.  

Bill earned his Bachelors of Science degree in biology from the State University of New York at Brockport.  He holds the Series 7, 63, and 66 designations from the Financial Industry Regulation Authority (FINRA) along with holding his life, health, and disability insurance licenses.

Bill is also an active member of his community.  He has held several leadership positions at Temple B’nai Shalom, East Brunswick since becoming a member in 1987. He has held the post of Committeeman in East Brunswick since 2015.  As President and Co-Founder of The Lyme Disease Network of New Jersey, Bill has been instrumental in the education, treatment, and patient support through the development of LymeNet, which has been online since 1993.  Bill lives in East Brunswick with his wife and three daughters.

  1. The Trustee’s Role in Fundraising, Christopher Polito, Vice President, CCS, Room 114

Board and school leaders fulfill a vital role in setting the vision of schools and providing the right resources to fulfill them.  This session will focus on the Board’s role in philanthropy and will address some of these fundamental questions: What are the expectations of Trustees when it comes to fundraising? How should Trustees measure progress and success?  What roles do the Head of School and Development Office staff play? Join Christopher Polito, Vice President at CCS, to gain insights on the importance of collaboration between school leadership and the Board in maintaining a successful fundraising program, and the practical ways Trustees can and should support fundraising.

Presenter:  Christopher Polito, Vice President, CCS, brings eleven years of experience designing, implementing, and managing key philanthropic initiatives for non-profit organizations in the Northeast, Mid-Atlantic regions, and Canada.  For Chris, there is nothing more rewarding than collaborating with organizations in seeking funds to advance their mission and heighten their prowess in the communities they serve. Since joining CCS in 2006, Chris has conducted feasibility and planning studies and development assessments; orchestrated capital and endowment campaigns; guided annual appeals; and implemented leadership and major gifts fundraising for numerous clients.  He has collaborated with private and independent secondary schools, associations, foundations, medical centers, and numerous dioceses and archdioceses throughout the Northeast.

Chris grew up in Colts Neck, New Jersey, went to Red Bank Catholic High School, and received a Bachelor of the Arts degree from The Catholic University of America.  He currently resides in Mount Laurel, New Jersey, with his wife and daughter.

  1. The Legal Pitfalls of Field Trips:  Don’t Let Your School Get Taken for a Ride, Lawrence S. Schwartz, Esq. and Stephen J. Edelstein, Esq., Partners, Schwartz, Simon, Edelstein & Celso, LLP, Room 1015

Two of NJ’s most experienced education law attorneys will discuss the Hotchkiss decision and its very strict view of liability may apply to NJAIS schools, whether and to what extent NJ courts will likely adopt its ruling.  Ways to mitigate field trip risk, the roles of staff and parents as chaperones and drivers will also be discussed. This presentation will include both an overview of the law and some practical do’s and don’ts.

Presenter:  Lawrence S. Schwartz, Founding Partner, is considered one of New Jersey’s leading experts in education and labor law.  He guides Schwartz, Simon, Edelstein & Celso in providing counsel in both legal employment and labor matters to public and private/independent schools throughout the state, as well as commercial and corporate clients.

Mr. Schwartz has served on state and national education task forces, presented testimony before the New Jersey State Legislature and the State Board of Education, and lectured at state and national conferences.  

Larry Schwartz is a graduate of Rutgers University School of Law and Lafayette College.  He is a member of American Bar Association, New Jersey State Bar Association, and Past Vice President of New Jersey Association of School Board Attorneys.  He is also a member of the National School Board Association Council of School Attorneys and Educational Negotiators Association. He serves on the Leadership Council for Lafayette College and was on the Rutgers University Board of Governors.  Mr. Schwartz is the legal counsel for NJAIS and many of our schools.

Stephen J. Edelstein, Managing Partner of Schwartz, Simon, Edelstein & Celso, is widely recognized as a leading New Jersey attorney in education, labor, employment, regulatory, and public sector matters. In addition to negotiations and arbitration, his expertise includes the diverse fields of finance, commercial law, complex civil litigation, and election law.  Mr. Edelstein’s legal writings have been cited by the United States Supreme Court.

Mr. Edelstein has litigated in both state and federal courts, as well as before the New Jersey Office of Administrative Law.  He has practiced before the National Labor Relations Board, the New Jersey Division on Civil Rights, the United States Equal Employment Opportunity Commission, the New Jersey Department of Environmental Protection, the New Jersey Board of Public Utilities, and the New Jersey Election Law Enforcement Commission.

Mr. Edelstein is a graduate of Montclair Academy, University of North Carolina School of Law, and Gettysburg College.  He has also served as a Trustee of Essex County College. Mr. Edelstein is also the proud parent of a Montclair Kimberley Academy alum, Class of 1997.

  1. Continue the Conversation On Institutional Economics:  Open Forum Discussion of Market Position, Comparative Advantage, Student Population, and Financial Sustainability, and Why Net Tuition Revenue (NTR) Is Not the Only Number That Matters, William Kummel, Rational Partners, Room 112
    From the first session, join Bill Kummel for a board-level, open-forum discussion of institutional economics.  Fifteen years from now, will your school choices be i) more or better, ii) comparable, or iii)fewer and worse? Large forces challenge the traditional economic model of independent schools.  For many schools, the current trajectory is likely to be fewer and worse. Why is this?

Through this discussion we will investigate actions to take in the next five years to ensure future choices; apprise market position, comparative advantage, and financial performance; optimize market, educational, and financial dynamics for near and long-term performance; explore full-pay domestic as keystone to program, population, and philanthropy.  Finally, discover why the keystones of a sustainable school are full-pay domestic enrollment, program net, and labor productivity, rather than net tuition revenue (NTR) and total philanthropy.

Presenter:  William Kummel, Rational Partners
Please read his bio and first session description above on page 11.

  1. The Board’s Role in Managing a Crisis, Christopher Lukach, Anne Klein Communications Group, and Caryn Pass, Esq., Venable LLP, Room 113
    While crises cannot always be prevented, they can be anticipated.  Those independent schools most successful in weathering crises are those that not only recognize the realities of today’s communications landscape, but also adopt a “tone-at-the-top” commitment to crisis preparedness, cultivated among Trustees.  In this session, crisis-preparedness professional Chris Lukach and Caryn Pass will discuss the complex and nuanced realities of today’s “attention-deficit” communications landscape; examine the multifaceted role of board members as ambassador, conscience, and, at times, spokesperson; and offer a “self-assessment” for school leaders to gauge their organization’s level of readiness. 

Presenters:  Christopher Lukach, APR, is president of Anne Klein Communications Group (AKCG), a national public relations consultancy specializing in crisis preparedness and response.  Chris heads the AKCG issues and crisis communications practice and specializes in supporting independent schools. He has been instrumental in developing issues and crisis communications plans and consulting with the firm's education clients on sensitive and pivotal matters.  A frequent lecturer and author on a range of topics, Chris also leads the firm’s spokesperson training and social media teams.

Chris is a magna cum laude graduate of Rowan University, where he received a Bachelor of Arts degree in communications with a specialization in public relations. He is accredited in public relations by the Public Relations Society of America.  He serves on the board of directors of WHYY, Inc., the Greater Philadelphia area’s leading public media company. 

Caryn Pass, Esq., Venable LLC.  Please read her bio above on page 8.

  1. Financial Management Policies:  Critical Directives, Heather Taylor, Director, EisnerAmper Not-for-Profit Services Group, Room 115
    Effective and well documented policies and procedures are the cornerstone of internal controls for a nonprofit organization.  This session will explore some of the key financial management policies organizations should have to build that cornerstone.


Presenter:  Heather Taylor.  Please read her bio above on page 13.

  1. Successful Head Searches and Transition Planning, Peter Gillin, Diversified Search, Room 116
    This presentation will focus on the importance of succession planning in independent schools.  The session will include planning a search; determining if a school will use a search firm or consultant; determining a representative search committee; the ten “do’s and don’ts” of talent evaluation; successful transition; communication strategies; successful completion of a search; and setting up a new Head for success.   Presenter:  Peter Gillin.  Please see his bio above on page 9.  


SESSION III WORKSHOPS

11:40 a.m.-12:30 p.m.  

  1. The Head of School’s Contract, Stefani Schwartz, Partner, and Jody T. Walker, Esq., Schwartz, Simon, Edelstein & Celso, Room 1015
    Drafting and negotiating the contract between the Board of Trustees and the Head of School often present special challenges.  On one hand, the relationship is collegial and needs to be maintained on that level. On the other hand, the contract is a fundamental employment agreement that must address issues such as compensation and accountability in sufficient detail so that both sides understand their rights and responsibilities.  The contract also should address the often difficult question of what happens if one of the parties wishes to separate. This session will help you navigate these sometimes choppy waters.

Presenters: Stefani Schwartz, Partner, and Jody T. Walker, Counsel, Schwartz, Simon, Edelstein & Celso  
Please see their bios above on page 10.

  1. The Board’s Role in Managing a Crisis, Christopher Lukach, Anne Klein Communications Group; Caryn Pass, Esq., Venable LLP, Room 113
    While crises cannot always be prevented, they can be anticipated.  Those independent schools most successful in weathering crises are those that not only recognize the realities of today’s communications landscape, but also adopt a “tone-at-the-top” commitment to crisis preparedness, cultivated among Trustees.  In this session, crisis-preparedness professional Chris Lukach and Caryn Pass will discuss the complex and nuanced realities of today’s “attention-deficit” communications landscape; examine the multifaceted role of board members as ambassador, conscience, and, at times, spokesperson; and offer a “self-assessment” for school leaders to gauge their organization’s level of readiness. 


Presenters:  Christopher Lukach and Caryn Pass.  

Please see their bios on pages 8 and 22.

  1. Case Studies for Boards, Jill Singleton, Head of School, All Saints Episcopal School of Hoboken, Room 112

Real-world case studies from all types of schools provide an opportunity to talk about the challenges facing school leaders and the Board of Trustees.


Presenter:  Jill Singleton is in her 14th year as Head of All Saints Episcopal Day School in Hoboken, NJ.  She has 30 years of educational experience in independent, charter, and public schools in the United States and abroad.  She earned her Ed.M. in literacy and language from Harvard Graduate School of Education, a BA in English and journalism from Rutgers University, and holds teaching licenses in elementary education, special education, and as a reading specialist.  She served two terms on the NJAIS Board of Trustees, and remains on the Accreditation Committee. Ms. Singleton is an ordained Deacon in the Episcopal Church. Her current ministry involves running The Lighthouse in Jersey City, a home providing temporary refuge to individuals coming out of immigration detention who have received, or are seeking, asylum in the United States.  Ms. Singleton and her husband have two young adult sons.

  1. The Role of a Trustee In A School’s Enrollment Efforts, Tom Sheppard, Director of Enrollment Management, Lawrenceville School; Jennifer Beams Sheppard, Director of Admission and Financial Aid, Princeton Academy of the Sacred Heart, Room 118
    The single biggest funding source for NJAIS schools is tuition revenue driven by enrollment.  As trustees you have an important role to play in understanding the enrollment and tuition revenue challenges your school faces today.  Join us to learn more about the exact nature of that challenge, understand how you can support your Head of School and the admission office staff, and hear about admission/enrollment strategies that will succeed in today’s highly competitive and rapidly changing school environment.

Presenters:  Jennifer Beams Sheppard and Tom Sheppard  
Please see their bios above on page 18.

  1. The Essentials of School Finance for Trustees, Nat Conard, Headmaster, The Pingry School; Olaf Weckesser, Chief Financial Officer and Director of Operations, The Pingry School, Room 111

Financial management of an independent school is superficially similar, yet very different from that of a for-profit business.  Trustees will learn strategies for understanding, evaluating, and managing the unique operating and capital needs of an independent school.


Presenters:  Nathaniel (Nat) Conard joined The Pingry School in 2005 as its fifteenth Headmaster. He earned a B.S. in biology cum laude from Yale University, and an M.B.A with highest distinction from the Tuck School of Business at Dartmouth College.  Nat has taught math and coached in the public schools in New Hampshire, at Chapel Hill-Chauncy Hall School in Waltham, Massachusetts, where he was Director of Development, Director of External Affairs, and chair of the math department in addition to teaching, and at Emma Willard School in Troy, New York, where he continued to teach math and coach, and served as Academic Dean and then Assistant Head for Academics.  After earning his M.B.A., Nat worked as a strategic management consultant with Bain & Company in Boston.

Olaf Weckesser has been the Chief Financial Officer and Director of Operations for The Pingry School in Basking Ridge, NJ since 2012.  In this role he is responsible for the financial and business operations of a K-12 independent school with over 1,100 students, 250 employees and a ~$50MM annual operating budget.  Before joining Pingry, Olaf had a varied business career, at Ernst & Young, McKinsey & Company, American Express, and Stylesight.com. He holds an Honors Bachelor of Business Administration from the University of Western Ontario and a Masters of Business Administration from the Wharton School.  He is also a Chartered Accountant and Certified Professional Accountant. At Pingry, Olaf has had frequent opportunity to use the varied skills acquired throughout his career, since the one certainty about being an independent school CFO is that “tomorrow will be very different from today.”

  1. Board Chair Conversation and Exchange, David Lowry, Facilitator, Room 114
    This session is an opportunity for Board Chairs to speak with each other.  What are the challenges of the position? What issues does your Board face?  Are you satisfied with the annual Board evaluation? How are you handling various situations at your school?  This is an entirely confidential session. What is said at Lawrenceville stays at L’ville!

Presenter:  Dr. David Lowry received his BA from Haverford College, and his MA and Ph.D. in clinical psychology from Columbia University.  He served as a consulting psychologist to independent schools in New York City, and then as the Head of the Lower School at Friends Seminary for six years.  He then served as Head of School at Brookside/Cranbrook, MI; The Lexington School, KY; St. Edmund’s Academy, PA; and recently retired after his twelfth year as Head of School at the Elisabeth Morrow School, NJ.

Dr. Lowry has served as the vice-chair of the Independent Schools Admissions Association of Greater New York (ISAAGNY), member of the Advisory Board of the Educational Records Bureau, and as a faculty member in the NAIS Advanced Administrative Seminar.  Additionally he has made a number of presentations at the Annual Conferences for ISACS, as well a directing their Beginning Teacher Institute for four years.

Dr. Lowry’s association work has included serving on the Board of Directors of ISACS, and on their search committee for a new president.  He was a member of the Board of the Pennsylvania Association for Private Academic Schools (PAPAS), the state’s independent schools’ accrediting body.  He served as President of the Board of Trustees of the New Jersey Association of Independent Schools (NJAIS), and co-chaired its Committee on Accreditation.  Dr. Lowry has chaired many independent school accreditation visits for ISACS, PAPAS, NJAIS, and Middle States. He served on the Board of Stevens Cooperative School and currently is a member of the Board of Trustees of Newark Boys Chorus School.  As a “hobby,” Dr. Lowry has written numerous columns on parenting for several popular publications. He is married and has a son and a daughter. He is currently a consultant for School Dashboard Services, helping schools in distress, writing articles, and consulting to schools and other non-profits, in part as a member of the NJAIS “Encore Series” of retired Heads.

  1. Global Issues for School, Kevin Merges, Executive Director of Global Education Programs at Rutgers Preparatory School and Robert Landau, Educational Consultant, Two Roads Education LLC, Room 116
    Boards are regularly faced with decisions related to global expansion.  What mission- driven decisions can school leadership make to diversify their pool of applicants?  Does it make sense to open a school overseas or concentrate on the current campus? What partnerships with international groups are beneficial to schools in the current global environment?  Trustees need to consider best practices in these areas as well as consider liability, taxes, and international revenue. This discussion will cover a range of experiences with global issues for schools.

Presenters:  Dr. Kevin Merges is the Executive Director of Global Education Programs at Rutgers Preparatory School.  He has presented at conferences around the United States; as well as Canada, China, Jamaica, and Turkey, on the topic of communication through online environments.  Through Dr. Merges’ work with the United Nations, Rutgers Preparatory School became the first high school in the world affiliated as an NGO with the United Nations through the Department of Public Information (UNDPI).  He currently serves as the Treasurer of Study New Jersey and the K-12 Representative for NAFSA Region X (New Jersey and New York) with a focus on connecting international students in K-12 with higher education admissions officers.

Robert Landau, Educational Consultant, Two Roads Education, LLC
Please see his bio above on page 7.

  1. What Boards Need to Know About Governance and Accreditation, Co-Chairs of the NJAIS Accreditation Committee:  Eileen Lambert, Head of Saddle River Day School; Tom Woelper, Head of School, Far Hills Country Day School, Room 1025

Did you know that the NJAIS Standards for Accreditation contain 15 in the category of Governance, and that to remain in full accreditation status, a school must be in compliance with these and all other Standards?  Are you at risk of losing accreditation based on governance practices at your school? Join the Co-Heads of the NJAIS Accreditation Committee to review best practices in governance, and why NJAIS accreditation is so important for your school.

Presenters:  Eileen Lambert is the current Head of School of Saddle River Day School, a position she has held since 2009.  Prior to SRDS, Ms. Lambert served as Head of Rippowam Cisqua School in Bedford, NY, and was the Head of the Middle School of Wooster School in Danbury, CT.  Eileen Lambert earned her bachelor’s degree magna cum laude from Bowdoin College, with a major in classical archeology and languages.  She was the Louise Semple Taft Fellow of Classics at the University of Cincinnati, from which she received her master’s degree in classical archeology and languages.  She currently serves on the NJAIS Board of Trustees.

Tom Woelper is the Head of School of Far Hills Country Day School.  Before coming to Far Hills, Mr. Woelper was the Assistant Head of School, Dean of Academic Life at The Hotchkiss School in Lakeville, CT, and served on the Connecticut Association of Independent School's Commission on Membership and Accreditation.  Tom earned his bachelor’s degree in history cum laude from Princeton University, a master's degree in history from the University of Connecticut, and a master's degree in educational administration with a focus on private school leadership from Teachers College, Columbia University.  He currently serves on the NJAIS Board of Trustees.

  1. Improving Your Facilities:  Ken Levien and Allison Robin Zampetti, Levien and Associates; Mark Thaler, Senior Associate, Gensler; Dr. Rodney V. De Jarnett, Head of School, Dwight-Englewood School, Room 1024

The Hajjar STEM Center at the Dwight-Englewood School was designed to foster interdisciplinary, problem-based (21st century), interactive learning. The school’s mandate was that science and mathematics be presented together rather than in isolation, using an integrated, experiential approach in which students work on meaningful problems and are motivated to solve them.  The purpose of the building was to provide an environment that reflects the school’s high value on problem-based, interactive learning. This session will focus not just on the design of the building but will describe the inclusive planning process that engaged a broad cross-section of the school community, key design and pedagogical philosophies that that arose out of the planning process, and the team that was brought together to design and construct the facility.

 

Presenters:  Kenneth Levien, FAIA, founded Levien & Company in 1992, and is an industry leader in the field of real estate project management and owner’s representation. With nearly four decades in project management, construction monitoring, property assessment, architecture, and business management, Ken provides invaluable experience and guidance to the firm's clients, projects, and employees.

 

Allison Robin Zampetti, LEED AP,  is using her position as a Principal of Levien & Company to increase the firm’s networking and business development efforts, and nurture ongoing client relationships.  Since joining Levien & Company in 2009, Allison has become a highly experienced project manager in the institutional and residential sectors. She most recently completed Dwight-Englewood School’s new Hajjar STEM Center.

 

Mark Thaler, AIA, leads Gensler’s Education Practice Area for the Northeast Region, which includes New York, New Jersey, Boston, and Toronto and was the lead architect for the Hajjar STEM Center.  For the past 25 years, Mark’s primary focus has been on the design of learning spaces, and has been a leader in Gensler’s Education Research Program studying the intersection between learning and design.  He has presented his work and research at SXSWEdu, SCUP, STEMTech, the No Name Conference, and the Association for Learning Environments. Mark is also on the National Board of Schools That Can, and chairs the thought leadership committee

 

Rodney V. De Jarnett
A product of the 1960’s, Dr. Rodney V. De Jarnett grew up with a sense that his generation would change the world.  Writing a weekly environmental column for his school newspaper, issues of population growth and deforesting permeated Rodney’s high school thinking.  Along with playing three varsity sports, Rodney as an Eagle Scout, helped to plant thousands of trees, clear creek beds of trash, and restore living conditions for groundhogs and beavers.  He even completed a 30-day Appalachian Trail survival hike to restore wildlife refuges.

After graduating with degrees in mathematics and philosophy, Rodney flirted with careers in engineering at Bell Labs, professional photography, and undergraduate teaching, before eventually deciding to teach at the high school level. As his passion for education grew, he increasingly questioned why school mathematics was so removed from the real lives of people, and why more complex math concepts were not introduced to children earlier.  Rodney quickly transitioned to the forefront of a mathematics education reform movement, placing real-world problem solving at the heart of learning mathematics. He consulted to University of Chicago’s School Mathematics Project and Texas Instruments, and presented these institutions’ findings from international research on learning mathematics at national and international conferences. His role as a PreK - Grade 12 mathematical sciences department chair and his work with the Coalition of Essential Schools together resulted in a local school to be the first in the nation to adopt a Block Schedule, regionalizing curriculum content.  Earning a Master’s in Natural Sciences from Rensselaer Polytechnic Institute, Rodney fully realized how students’ learning was enhanced by integrating content within and between academic disciplines.

Rodney’s true calling -- to integrate curriculum and engage students – eventually resulted in his being named Academic Dean of St. Paul’s School in Concord, NH, where he promoted an integrated educational program supporting the growth of the whole child.  Earning his Doctor of Education from the University of Pennsylvania, he incorporated updated research methodologies into educational program reform. This personal mission culminated in Rodney being named Head of School for Dwight-Englewood School in 2006.

Dr. D, as he is fondly referred to particularly by students, manages an independent day school with nearly 1000 children in Preschool through Grade 12; approximately 250 faculty and staff members; and more than 125 years of history within the Englewood community.  As D-E’s Head of School, Rodney is personally committed to incorporating the best of current research and best practices: students learn the importance of school-life balance; the value of mindfulness practices; how non-cognitive traits are central to school success; how happiness is not the result of but rather the prerequisite for success; and how risk-taking and a commitment to excellence -- not perfection -- is at the heart of life-long learning.  

Still asking how we can best learn to live together in more sustainable ways, Rodney actively engages students in an integrated approach for passionate learning, a mindset he believes is essential to solving issues that are vital to our survival.    

Beyond his avid interest in all things teaching and learning, Rodney enjoys cultivating his English garden, and charting new courses off the coast of Maine, together with his family: wife Annette; his son Tyler (a senior engineering student at Lehigh University); and his daughter Alexandra (“Ali”), a freshman at the University of Vermont’s Rubenstein School of Environment and Natural Resources.  

  1. What Every Board Should Know About Form 990, Michelle S. Martin, Klatzkin & Company LLP, Room 115

While some schools are exempt from filing IRS Form 990 (Return of Organization Exempt from Income Tax), those schools required to file the form should learn how to take into account their marketing and operating objectives to get the most out of their annual Form 990 filing.  In this session, we will discuss the risks of untimely filing, how scholarships granted to interested parties are reported, how you can utilize the form to attract donors, the reporting requirements when your school accepts donations from multiple states, and how the IRS monitors compliance and governance using the form. 

Presenter:  Michelle S. Martin, CPA, is manager with Klatzkin & Company LLP, an accounting and advisory firm. She has more than 12 years of experience preparing information returns for nonprofits.  Michelle specializes in the preparation of Form 990 and related compliance issues. She is a certified public accountant in New Jersey and Pennsylvania and graduated magna cum laude from Grove City College.  Michelle serves as Memorial Fund Treasurer and Women’s Study Group Leader for Morrisville United Methodist Church and is a Mobile Meals volunteer.  

  1. Making the Transition to a New Head:  A Panel:  Fr. Robert Murray, OSA, Ph.D., Head of School, St. Augustine Preparatory School; Dr. Jim Devine, Assistant to the Head of School, St. Augustine Preparatory School; Jennifer Galambos, Head of School, Kent Place School, and Janis Smith-Gomez, VP, Kent Place School Board of Trustees, and Co-Chair of the Search Committee, Room 1018

After a beloved Head of School leaves, it is not easy to be the new person filling the seat.  Learn how two (or three) schools have involved the Head-elect in the year prior to his or her actual arrival on campus, and have worked to make a smooth transition and pave the road to success for the new Head.

Presenters:  Fr. Robert Murray, OSA, Ph.D., began his tenure as Head of School at St. Augustine Preparatory School on July 1, 2017.  He entered the Augustinian Order in 1976, and was ordained a Catholic priest in 1983. A tenured professor in the Graduate Program in Education and Counseling, Fr. Murray is a widely published author and international presenter on counseling and mission effectiveness in Catholic schools.  He served on the Board of Directors of St. Augustine Preparatory School since 2010. Fr. Murray holds a Ph.D.in educational psychology from Temple University and completed post-doctoral studies in clinical psychology at the Philadelphia College of Osteopathic Medicine. He is a licensed family and marriage counselor.  An educator at heart, Fr. Murray taught theology at Monsignor Bonner High School in Drexel Hill for ten years where he served in numerous leadership roles and on several boards of independent schools in the Delaware Valley.

Dr. Jim Devine, serves as the Executive Assistant for Administration in the Office of the Head of School at St. Augustine Preparatory School.  He advises and works in close partnership with the Head of School on matters related to the Board of Directors, accreditation, strategic planning, and special projects.  Jim is bi-lingual (Spanish) and holds an Ed.D. from Temple University with a concentration in intercultural communication. He has served as Executive Assistant to the President of St. Mary’s College of California in Moraga, CA and Vice President for Advancement at La Salle College High School in Wyndmoor, PA.

Dr. Jennifer C. Galambos brings decades of experience and a deep understanding of 21st century education for girls to her position as 11th Head of School at Kent Place.  Dr. Galambos is committed to leading a girls school, she says, because she has witnessed the tremendous growth and opportunities that exist for students in a single-sex environment.  She understands the need for an approachable, innovative and creative leader who is dedicated to advancing Kent Place School’s mission and to preparing girls and young women for a global future. Dr. Galambos is that leader.  She earned her doctorate in education from Teachers College, Columbia University; her master’s degree in education with a concentration in private school leadership from Loyola University; and her bachelor’s degree in sociology from Franklin and Marshall College.

Early in her independent school career, Dr. Galambos was the Middle School principal at the Bullis School, in Maryland; Director of Admission at Green Farms Academy, in Connecticut; Director of Admission and Financial Aid at Saddle River Day School, in New Jersey; and a history teacher, a dorm parent, and a coach at the Perkiomen School, in Pennsylvania.  More recently, Dr. Galambos spent nine years at Bryn Mawr School, in Baltimore, as the Assistant Head of School and Upper School Director. Before that, Dr. Galambos was its Middle School Director.

In addition to this impressive list of accomplishments, Dr. Galambos has served on numerous Boards, presented at annual conferences, and been a nationally ranked tennis player.

Janis Smith-Gomez is Vice President, Marketing for the Ethicon Inc. US Region representing over $3.3 billion in sales.  Janis is responsible for leading the US Region Marketing team in brand, specialty, enterprise, and field marketing initiatives to support customers, develop value propositions, and strengthen brand relevance in order to drive growth and share.  She is a member of the US Ethicon Regional Leadership Team and serves as the US leader on several Global Ethicon Platform Leadership Teams for innovation. Janis has been with Johnson & Johnson for 11 years.

Janis has spent the last 27 years in Marketing and Brand Management with Masterfoods for 3 years, Kraft Foods for 6 years, PepsiCo Companies for 4 years.  She started her career as a summer intern with Procter & Gamble and then joined Booz, Allen and Hamilton as a management consultant in the Marketing Intensive Group for 3 years.

Janis holds a BA from the University of Chicago and an MBA in Marketing & Business Policy from the University of Chicago Graduate School of Business.  Janis graduated from Park-Tudor School, an independent school in Indianapolis, Indiana for children age 3 through grade 12, as valedictorian.

Janis is a Board of Trustees, Board Vice President, and the Chair of the Compensation Committee of Kent Place School in Summit, New Jersey.  She has served on the Board for nine years, including being Chair of the Audit Committee and Committee of Trusteeship Chair. Janis is a member of the Executive Leadership Council and has just retired from the Board of Directors for City Meals-on-Wheels in NYC after eight years.  

Janis lives in South Orange, New Jersey, with her husband Todd of 22 years and her 16-year-old daughter, Anna who is a junior at Kent Place School.










NJAIS Mission

The New Jersey Association of Independent Schools (NJAIS) is a non-profit, voluntary membership association whose mission is to foster the educational, ethical, and professional excellence of its member schools, while safeguarding their independence.

NJAIS fulfills its mission by:

  • administering a rigorous, standards-based program that supports continuous school improvement.

  • providing a broad spectrum of professional development opportunities for teachers, administrators, and trustees.

  • advocating for member schools at the local, state, and federal levels.

  • promoting best practices and the value of education in independent schools.


NJAIS Board of Trustees 2017-2018

Officers
President       David Lowry – Interim Head of Chatham Day School
Vice President            Pamela Fiander – Former Head, Chapin School
Secretary             Amy Ziebarth – Far Brook School
Treasurer              Tim Saburn – Oak Knoll School of the Holy Child 

Board Members
Jon Brougham – The Hun School of Princeton
Patty Fagin – Stuart Country Day School of the Sacred Heart
Pamela Fiander – Former Head of Chapin School of Princeton
Jane Fremon – Princeton Friends School
Ruth Gafni – Solomon Schecter Day School of Bergen County
Sr. Lisa Gambacorto – Mount Saint Mary Academy
Khristina Gonzalez – Associate Dean, Princeton University
Heather Hoerle – Executive Director, SSAT
Eileen Lambert – Saddle River Day School
David Lowry – (retired) Elisabeth Morrow School
Steve Loy – Rutgers Preparatory School
Steve Murray – Lawrenceville School
Sid Rowell – Gill St. Bernard's School
Rabbi Eliezer Rubin – Joseph Kushner Hebrew Academy/Rae Kushner Yeshiva High School
Tim Saburn – Oak Knoll School of the Holy Child 
Sr. Fran Sullivan – Mount Saint Dominic Academy
Tom Woelper – Far Hills Country Day School
Amy Ziebarth – Far Brook School

Carole J. Everett – NJAIS Executive Director, ex officio 

NJAIS Corporate Sponsors 2017-2018

(as of 30 October 2017)

NJAIS is grateful to our Corporate Sponsors.  Some will be exhibiting today.  Please be sure to visit with them, support their businesses, and thank them for their assistance to NJAIS.

Austin & Company, Inc. (Strategic Partner)*
Blackbaud*

CBIZ*
ConnectOne Bank  (Strategic Partner)*
Corporate Synergies

Educator’s Ally (Strategic Partner)
EisnerAmper LLP*

Finalsite (Strategic Partner)
Fisher & Phillips LLP
FLIK*

Hollister Construction Services, LLC*
JCJ Architecture (Strategic Partner)
JP Morgan Chase*
Klatzkin & Company, LLP
Magnus Health (Strategic Partner)
Mercadien*
Nassau Communications
NK Architects*
PC University*
REDCOM Design & Construction LLC*
Reliable Office/Canon*
Sage Dining (Strategic Partner)
School Uniforms by Tommy Hilfiger (Strategic Partner)
Schwartz Simon Edelstein & Celso
Stone House Group*
TIAA-CREF
Venable LLP (Strategic Partner)

V.J. Scozzari & Sons, Inc.
Wohlsen Construction*

Willis Towers Watson

*Exhibiting at this event

 

We are extremely grateful to The Lawrenceville SchoolSteve Murray, Head Master, for hosting Trustee Enrichment Day this year.

NOTES

 











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