Financial Aid Mastery

Financial Aid Mastery
Financial Aid Mastery

Date(s):
Time: 1:00pm ET -

Just the words "financial aid" are enough to bring a moan, or at least a heartfelt sigh, from even the most seasoned administrators. The paperwork, the stress, the phone calls from parents, the difficulty in matching available funds to need—these are just some of the headaches that come with making financial aid decisions at private-independent schools.

However, a mission-appropriate, organized approach to financial aid can significantly ease the stress of the process. With the right framework, you can have confidence in your decision-making skills and assure applicants and school leadership of an effective and fair process.

  • Are you stressed about financial aid even under normal circumstances?
  • Does the added stress of the COVID-19 pandemic leave you feeling unsure about how to move forward?
  • Do you know how to choose the best financial aid approach for your school and mission?

Learn how to develop a mission-appropriate financial aid program that will serve as a tool to help you award appropriately, boost revenue, achieve your enrollment goals, and advance your mission.

You will learn how to:

  • determine which discount program is best for your school;
  • gauge what your school can afford to contribute to your financial aid program;
  • explore strong policies to make discount decisions easier;
  • develop a family model so that you can quickly access each family’s tuition capacity.

After this online workshop, you’ll be:

  • prepared to develop a mission-appropriate financial aid program that will serve as a tool to help you award families appropriately, boost revenue, and achieve your enrollment goals;
  • confident in your financial aid approach; and
  • ready to make immediate changes to your current program.

This online workshop is for:

Business Managers, CFOs, School Heads, Admission Directors, Financial Aid Directors, and Board Members.

Terry Moore

Terry L. Moore, BCP-E

ISM Executive Consultant

Expertise

Terry shares his expertise with private-independent schools in strategic planning and strategic financial planning, strategic performance analysis, effective school operation, fundraising, faculty evaluation and compensation, and financial aid.

Current Role

Terry has supported more than 200 schools on-site since 2002 through ISM, many multiple times. He also:

  • Writes for ISM’s publications, including Ideas & Perspectives
  • Created the ISM FAST program (ISM’s cutting-edge financial aid tool)
  • Speaks at various conferences including NBOA, NYSAIS, CAIS, FISBO, and AISNE
  • Leads ISM workshops and webinars

Terry recently completed a two and a-half year assignment at St. Mary’s School, Aliso Viejo, CA. He served as the Head of Finance, Operations, and Advancement. During that assignment, he continued to consult with ISM.

Terry has over 30 years of experience in both the profit and not-for-profit sectors. His professional background includes expertise in all financial matters of independent schools. Further, he specializes in many aspects of operations, safety and security, marketing, and fundraising. Because of the specialized niche of independent schools, he enjoys helping schools explore their mission statement articulation.

Prior Experience

Terry’s professional experience includes work at two independent schools. In addition to St. Mary’s School, Terry was also at Trinity Academy of Raleigh, NC where he was a founder and served on the Board of Directors for six years, after which he was asked to become the Director of Administrative Services.

Additionally, Terry has served on the Board of several non-profits and the Vestry of two Episcopal Churches.

Education

Terry earned a BS degree from East Carolina University, Greenville, NC, and has done graduate work at Regis University, Denver, CO.

This is a distance learning event.

How it works:

This online workshop will have four live sessions, each once per workshop day, lasting approximately 90 to 120 minutes. Each meeting will begin at 1 p.m. Eastern Time. There will be no asynchronous work required for this workshop.

Please block these times off in your schedule and join the virtual classroom via your computer. We recommend everyone participate with their camera turned on so that we can see one another, to interact with one another more naturally, creating an environment more similar to a live classroom.

See the full schedule here. All sesions subject to change.

This workshop will deliver the same high-quality learning and takeaways you expect from an ISM workshop. 

This workshop will be held virtually.

You'll receive login information after you register. 

Frequently Asked Questions

How will ISM communicate workshop information with me?

It is essential that your school approves the following email addresses from ISM:

  • workshops@isminc.com
  • marie@isminc.com

You will be receiving all communication—including your confirmation email and access to your workshop's Google Drive account—from these e-mails.

What does my registration fee include?

All workshop materials are included.

Event Confirmation and Cancellation Policy

We take the health and safety of our school leaders seriously.

In an abundance of caution and to protect the health of all participants, ISM will hold only distance learning events until further notice.

Should ISM cancel an event, we ensure a 100% money-back guarantee for all registrants—so you can buy with confidence. You can feel free to direct any questions to workshops@isminc.com.

Confirmation and Cancellation Policy

Tuition Payment and Cancellation Policy for ISM’s Professional Development Events

Tuition must be paid in full 10 business days prior to the start date of the event. An attendee with a balance due on the start date will be denied entrance to the program until the balance is paid in full.

Cancellation requests must be made in writing by emailing workshops@isminc.com, faxing to 302-656-0647, or mailing to: Event Experience Manager, ISM, 2207 Concord Pike, #417 Wilmington, DE, 19803.

  • Cancellations received more than 15 business days prior to the start date of the program will be fully refunded. Gold Dollars will also be fully refunded.
  • Cancellations received less than 15 business days prior to the start date of the program will not be refunded.
  • Non-payment of tuition or no-show to the event does not constitute a cancellation. Full tuition will be due and payable.

The Substitution Option and Wallet Option

If a member of your team can no longer attend a workshop for which they have registered and it is past the cancellation window, your school has two options to avoid penalty. Schools may also exercise these options at any time for cancellations. 

  1. The school may substitute another employee.
  2. The school may bank the funds for a future ISM registration. These funds must be applied to a professional development event within one year from the start date of the original workshop. After one year, the funds will be forfeited. To use banked funds, please call the Event Experience Manager at 302-656-4944 x152.

*We DO NOT accept enrollments from consultants.

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Our Guarantee

ISM believes in providing quality and excellence in all of our events and in ensuring the satisfaction of everyone who attends. Nearly 100% of our participants say they would recommend our events to their colleagues. If you are not satisfied with your event for any reason, ISM will credit the fee you paid toward another similarly priced workshop or will refund it.

If you have any questions, click below to send us an email. 

Workshop Registration

Register for your workshop online by filling out the form below.

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