Strategic Financial Planning: Skills and Implementation - SI

Workshop Description

Increased cash reserves. Higher enrollment levels. Long-term viability. These are the goals of every school. And they are attainable—if you have the right strategic financial plan. ISM’s proven approach to strategic financial planning will help you experience financial success now while positioning your school nicely for the future—perfect for schools that are concerned with today’s economic difficulties.

Workshop Leader Bio(s)

Dr. M. Walker Buckalew

ISM Executive Consultant & Senior Writer of Ideas & Perspectives
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Schools benefit specifically from Walker's experience as an ISM consultant, in school and university administration, and in his national research into the factors that make schools successful in retaining and maintaining high academic performance. Since joining ISM in 1989, Walker has developed expertise in Strategic Performance Analyses, Long Range Planning, Board Workshops, and Transition Planning. He has also been instrumental in developing ISM's approach to strategic financial planning. He has completed over 600 on-site consultations with schools.

He is the author and/or editor of ISM's line of books for teachers including: Twenty Principles for Teaching Excellence: The Teacher's Workbook.

In addition, he cowrote Coping With Choosing a College, a guide for students, parents, counselors, and teachers.

Walker has been involved with research into the areas of renewal, performance, health, and stress for more than 20 years. In 1995, he started a process on Meaningful Faculty Evaluation that he offered through a firm of his own. This process is now one of ISM's consulting services.

Walker brings with him 24 years of experience in education, having been a teacher and administrator in public schools, an associate professor of education at St. Lawrence University (NY), and director of both the Kellogg Foundation Behavioral Health Project and the Reynolds Foundation Minority Health Project at the University of North Carolina-Asheville. Before joining ISM, Walker served as Chief Operating Officer, Vice President for Academic Affairs, and President of Cumberland University (TN), where he worked effectively with a 42-member Board. Walker earned his MEd and PhD degrees from the University of Wyoming and his BA from Duke University (NC).

Schedule

3-DAY WORKSHOP

First day:
3–3:30 p.m.: Pick up your nametag 
3:30–5:30 p.m.: Session 
5:45–6:30 p.m.: Social Hour
6:30–7:30 p.m.: Dinner with ISM 

Second and third days:
7:30–8:30 a.m.: Continental breakfast
8:30–10 a.m.: Session
10–10:15 a.m.: Break
10:15–11:45 a.m.: Session
12-1:30 p.m.: Lunch  with ISM
1:30–2:45 p.m.: Session
3–3:15 p.m.: Break
3:15–4:45 p.m.: Session 
5–6 p.m.: Social hour

Last day:
7:30–8:30 a.m.: Continental breakfast
8:30–10 a.m.: Session
(Salt Lake City concludes at 10 a.m.)