Virtual Advancement Summit

JULY 27–30, 2020

The only live, comprehensive distance learning event for private school enrollment management, development, and marketing leaders.

See all options starting at $998

Virtual Advancement Summit
Virtual Advancement Summit

 

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Foundational Approaches 

Research-based approaches every professional needs to know to improve enrollment, retention, fundraising, and marketing strategies.

 

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Current Trends & Strategies 

Recommended COVID-19-related strategies, where applicable, to help you lead from a position of strength during this unprecedented time.

 

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A Clear Focus 

Clarity of individual responsibilities, departmental goals, and your school’s mission has never been more important. Ensure you have the tools to surpass your goals for the 2020–21 school year.



 
 
40 Live Immersive Sessions

Choose 8 sessions from 40 topics in advancement, enrollment management, development, and marketing communications, and receive the recordings so you can return to this information time and time again. 

Expert Faculty

Learn from leaders who are experts in their field of study, many currently practicing in schools today. They'll be able to provide guidance to help you take your skills to the next level.

Inspiring Affinity Group Sessions

Learn and share in faculty-facilitated affinity groups to help you network with peers with similar interests and challenges.

One-on-One Support

[Mentor and Action Plan Pass only] Work one-on-one with an ISM Consultant mentor who will help you create a unique action plan for your individual needs, strengths, and challenges.

 

Choose Your Pass


$998

for GENERAL ADMISSION PASS
$777 second person pricing
 
  • 8 sessions, chosen from 40 options, all delivered live
  • Affinity group meetings based on shared interests or challenges
  • Actionable takeaways you immediately implement
  • Recordings of the sessions you attend
  • IACP
    Earn 20 International Advancement Certification Program (IACP) Credits


 


 

 


BUY NOW

 


$3,199

for MENTOR AND ACTION PLAN (MAP) PASS 
$2,978 second person pricing
 
  • All the benefits of the General Pass
  • A pre-Summit meeting with a dedicated expert mentor to discuss challenges and opportunities
  • A midweek happy hour with Summit faculty members
  • Daily meetings the week after the Summit with your mentor to create a detailed action plan
  • An action plan you can implement right away
  • Quarterly check-ins throughout the 2020–21 school year to ask questions and assess progress
  • IACP
    Earn 40 International Advancement Certification Program (IACP) Credits

 

BUY NOW

 

International Advancement Certification Program

 

Standout and Mark Your Achievements

Administrators who complete the Academy will earn credits toward ISM International Advancement Certification Program (IACP). IACP offers the industry’s only interdisciplinary set of credentials that recognizes learning across the areas of admission, enrollment management, development, and marketing communications  in private-independent schools. Learn more about the program and its benefits here.

 

 

 

Choose From 40 Session Topics

 

Advancement
  • From Vision to Reality: Creating a Strategic Planning Framework for Your School Trending
  • Becoming a Change Agent: How to Lead When You're Not the Boss Trending
  • How to Create a More Diverse and Inclusive Approach to Advancement
  • Nurturing a Culture of Hospitality Across Your Campus Trending
  • The Head and the Board: Their Critical Roles in Advancement
  • The Role of Board Committees in Sustaining Your School
  • Why Some Advancement Teams Thrive, While Others Just Survive
  • Leading Your Team After a Reduction in Force Trending
Enrollment Management
  • Admission Funnel Forensics: Strategies to Increase Your Yield
  • Beyond Onboarding: Maximizing Engagement of New Families
  • Financial Aid Decision-Making in the Wake of COVID-19 Trending
  • Your Primary Marketplace Stance in a Blended Learning World Trending
  • Creating Buzz: Expanding Your Word-of-Mouth Marketing Efforts Through Ambassador Programs
  • On-Campus or Virtual School Day Visits that Dazzle!
  • Your Enrollment Management Team: The Shared Accountability Approach
  • Empower Faculty to Be Frontline Recruiters and Re-Recruiters
  • Insights from the Crisis-Driven Distance-Learning Parent Satisfaction Survey Trending
  • Shift to Continuous Enrollment to Boost Retention
  • International Student Enrollment: New Documentation Requirements
  • International Student Recruitment Do's and Don't's Trending
Fundraising/Development
  • Bring Order to Fundraising Chaos to Maximize Your School's Giving Potential
  • Searching for the Holy Grail: Defining, Establishing, and Nurturing a Culture of Philanthropy Trending
  • Your Annual Fund Adventure Trending
  • Rethinking Unrestricted Annual Giving
  • How to Create a Robust Alumni Program that Delivers ROI
  • Do You Really Need to Do a Capital Campaign? Re-e-eally?
  • Keys to Building and Nurturing a Productive Development Volunteer Corps
  • The Donor Cycle: Before The Ask—Identify, Engage, Evaluate
  • The Donor Cycle: The Ask and Beyond—Solicit, Recognize, Steward
  • Donor Retention: Love the Ones You're With!
Marketing Communications
  • Beware the Dangers of the Homegrown Survey
  • Create a Strategic Marketing Communications Plan With This Step-by-Step Guide
  • Harry Potter and the Process of Branding
  • How to Distinguish Yourself in a Competitive Marketplace
  • What to Do When a School Crisis Goes Social Trending
  • Google and Facebook Data: Here's What You Need to Know
  • Video Production for Everyone
  • How to Craft a Winning Social Media Strategy
  • How to Create Your First Lead Magnet
  • Launch a Blog That Generates New Family Inquiries Trending

 

 

Meet the Faculty: Learn from Experts, Mentors, and Practitioners

 

Experts help you improve your approach with knowledge backed by 45 years of research and experience.
Mentors answer your questions and provide guidance.
Practitioners have significant experience in private education, many serving at the director level in schools around the country today.

 

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Penny Abrahams
Penny Abrahams, IAP-L

Virtual Advancement Summit Convener | ISM Consultant

Penny's areas of expertise include enrollment management and marketing plans, developing mission-based messaging, crafting digital marketing and social media strategies, establishing crisis communications plans, and advising on optimal staffing structures and functions.

Greg Abel
Greg Abel, IAP-L

Virtual Advancement Summit Leader | Director of Marketing and Communications, The Providence Country Day School

Greg provides expertise in the areas of school branding and storytelling to engage audiences and cause impact across communities. He has over 20 years of school experience and today helps leaders hone their marketing communications strategies.

Barbara Beachley
Barbara Beachley

Virtual Advancement Summit Leader | Director of Organizational Learning and Development, Consultant, ISM

Barbara provides her expertise in the areas of employee development and culture, organizational systems and group dynamics, academic leadership, faculty evaluation, student-centered and brain-based pedagogies, mission identity, survey design, and data analysis.

Casey Bell
Casey Bell, IAP-L

Virtual Advancement Summit Leader | Director of Enrollment Management, All Saints’ Episcopal School

Casey provides insight on building admission programs that attract and retain a diverse, multinational student population, directing annual fund and major gifts fundraising programs that support the school’s mission, and creating marketing and communications programs that align with mission and support admission and development efforts.

Harold Brown
Harold Brown, IAP-L

Virtual Advancement Summit Leader | Director of Advancement, Cranbrook Schools

A strategic and focused leader, Harold enjoys assembling and leading high-performance development teams to meet their organizational goals. Harold’s expertise includes extensive knowledge of all aspects of fundraising, for principal as well as major and planned giving gifts from alumni, parents, and friends.

Michael Christopher
Michael Christopher, IAP-L

Virtual Advancement Summit Leader | Consultant, ISM

Michael shares his expertise in building comprehensive development programs from the ground up. He believes a successful development program has solid operations, strong annual funds, proactive constituent cultivation, and robust communication and marketing programs.

Phil Higginson
Phil Higginson, IAP-L

Virtual Advancement Summit Leader | Associate Head of School for Philanthropy, Ravenscroft School

Phil consults in both the advancement and strategic planning areas. Phil has worked with schools to develop their strategic vision, establish financial priorities, and formulate campaigns to fund the identified strategic initiatives. His expertise includes extensive knowledge of endowment and planned giving as a way to increase donors’ capacity to give at leadership levels.

Clint Losch
Clint Losch

Virtual Advancement Summit Leader | Director of Marketing Operations, ISM

Clint is a financial aid, tuition management, and marketing specialist at ISM. In his current role as Director of Marketing Operations, he ensures ISM’s messages are communicated effectively to its constituents. He has also helped over 1000 school leaders discover how to set mission-appropriate financial aid policies to sustain long-term viability in his previous position as Regional Business Development Manager.

Bob Marley
Robert Marley

Virtual Advancement Summit Leader | Multimedia Specialist, ISM

Bob has over 17 years of experience in multimedia, including video production, print and online publications, webinar production, and workshop and conference presentations. Bob's responsibilities at ISM including producing video content for ISM, designing and publishing ISM publications and webinars, and creating numerous tools for advisory services.

LJ Mitchell
L.J. Mitchell, IAP-L

Virtual Advancement Summit Leader | Director of Development, The Calhoun School

L.J. provides expertise in development for private-independent schools, specifically building the annual fund and hosting special events fundraising. He has 15 years of fundraising experience with record-setting results in annual giving, campaigns (capital and endowment) and events.

Amy Riley
Amy Riley, Ed.S., IAP-L

Virtual Advancement Summit Leader | Consultant, ISM

Amy Riley has been a member of the ISM team since 2011, when she joined the faculty of ISM’s Advancement Academy. In 2013, she joined ISM as a full-time Consultant. She serves as Academic Dean of ISM’s International Advancement Certification Program and holds Leader (IAP-L) level certification in the program.

Steve Salvo
Steve Salvo, IAP-L

Virtual Advancement Summit Leader | Assistant Head for Advancement & Enrollment, Trinity Episcopal School

Steve has vast management experience in independent school admission, development, marketing, and communications. His background is in business and education—after serving as a senior accountant at a worldwide public assurance firm, he has worked successfully as an elementary and middle school teacher, advisor, coach, dorm parent, and camp director.

Greg Simon
Gregory Simon, IAP-L

Virtual Advancement Summit Leader | Director of Admissions, Notre Dame Preparatory School and Marist Academy

Gregory shares his experience in admission, development, and advancement. He helps school leaders reimagine their admission and development approach with a special emphasis on keeping the experience of prospective students, parents, and donors at the center of any initiative.

Bryan Smyth
Bryan Smyth, Ph.D.

Virtual Advancement Summit Leader | Senior Consultant, Director of Research, ISM

Bryan’s central purpose is to help students flourish. He believes that the enhancement of school environments and cultures is the best way to facilitate growth in children and adults.

Herb Soles
Herb Soles, IAP-L, CFRE

Virtual Advancement Summit Leader | Consultant, ISM

Herb provides consulting services in the areas of development and fundraising. His expertise includes extensive knowledge of major gifts programs, endowment, and planned giving as a way to increase donors’ capacity to give at leadership levels.

Andrew Taylor
Andrew Taylor, Ed.D.

Virtual Advancement Summit Leader | Consultant, ISM

Andrew shares his expertise in school management, professional growth and development, project-based learning, faculty evaluation, and more. He worked in private-independent schools for 22 years before joining ISM in 2017.

Gigi Tysinger
Gigi Tysinger, IAP-L

Virtual Advancement Summit Leader | Director of Advancement Services & The Academy Fund, Norfolk Academy

Gigi provides expertise in the areas of development policies, procedures, and data management. She coordinates and implements the data-driven processes that are essential elements of the school’s overall fundraising strategy, including gift accounting, gift reporting, research, prospect management, and donor stewardship. 

Jacqui Yamada
Jacqueline M. Yamada

Virtual Advancement Summit Leader | Consultant, ISM

Jacqui is a former Director of International Programs, ESL Curriculum Director, and Principal Designated School Official (PDSO). She has expertise in international student enrollment management, program establishment, SEVP (Student and Exchange Visitor Program) compliance, homestay programming, and overall student safety.

 

 

Frequently Asked Questions

 

Once you register, you’ll be provided with login credentials to access the sessions. You can choose the live sessions you want to attend, and will receive the recordings from the sessions you attend after the event. Sessions will be structured with an hour for live presentations and roughly 15 minutes for Q&A.

 

Each attendee will receive recordings for the sessions they attend after the Summit ends, with a maximum of eight recordings per attendee. Additional recordings will be available for purchase after the event.

 

Additional recordings will be available for purchase after the event.

 

Attendees will receive information on how to attend each session after purchasing the pass of their choice.

 

We believe teams that attend professional development together are better equipped to implement new concepts and strategies. Team members must purchase their own individual passes but they can be different. Team members can choose their own sessions to attend and learn about what interests them most. We do offer second person pricing. Your team can then meet before and after the day’s sessions to discuss what you’ve learned.

 

Attendees who purchase the Mentor and Action Plan Pass receive all the benefits of the General Plan, along with:

  • Meeting with your mentor before the Summit begins to discuss your challenges and opportunities. You’ll work together to select the Summit sessions you want to attend.
  • Taking part in the live sessions, joining the affinity groups, and receiving recordings for the sessions you attend, just as the General Pass attendees do.
  • A midweek virtual happy hour with the Advancement Summit faculty and other MAP Pass participants.
  • Meeting with your mentor daily the week after the Summit to discuss what you learned and create your action plan for the 2020–21 school year. You’ll also have the chance to engage with other ISM Consultants throughout the week.
  • Quarterly check-ins with your mentor throughout the 2020-21 school year to discuss progress on your action plan.

There are limited spots available for the Mentor and Action Plan Pass, so be sure to get yours quickly. We’re happy to pair school leaders who want to attend together with the same mentor, but each attendee will need to purchase his or her own pass. There is second person pricing for the MAP pass, if two team members from your school would like to work with a mentor.

 

We recognize that the world has changed dramatically. We wanted to make this event as affordable as possible for everyone who wants to learn foundational and new strategies to advance their school’s mission. Therefore, we’ve created one low price for the General Pass at $998, with second person pricing at $777, and an optional upgraded Mentor and Action Plan Pass at $3,199, with second person pricing at $2,978.

 

Yes! Gold dollars can be applied toward 25% of your total purchase.

 

 

Choose Your Pass


$998

for GENERAL ADMISSION PASS
$777 second person pricing
 
  • 8 sessions, chosen from 40 options, all delivered live
  • Affinity group meetings based on shared interests or challenges
  • Actionable takeaways you immediately implement
  • Recordings of the sessions you attend
  • IACP
    Earn 20 International Advancement Certification Program (IACP) Credits


 


 

 


BUY NOW

 


$3,199

for MENTOR AND ACTION PLAN (MAP) PASS 
$2,978 second person pricing
 
  • All the benefits of the General Pass
  • A pre-Summit meeting with a dedicated expert mentor to discuss challenges and opportunities
  • A midweek happy hour with Summit faculty members
  • Daily meetings the week after the Summit with your mentor to create a detailed action plan
  • An action plan you can implement right away
  • Quarterly check-ins throughout the 2020–21 school year to ask questions and assess progress
  • IACP
    Earn 40 International Advancement Certification Program (IACP) Credits

 

BUY NOW