Work with Terry to strengthen your school’s strategies in:
- Strategic Planning/Strategic Financial Planning
- Strategic Performance Analysis (Full-School Assessment)
- Effective School Operations
- Fundraising
- Faculty Evaluation and Compensation
- Financial Aid
In his roles at ISM, Terry:
- is the Editor-in-Chief of and prominent writer for ISM’s flagship advisory letter, Ideas & Perspectives;
- leads workshops and webinars in his areas of expertise; and
- consults with schools in areas such as strategic planning, financial aid, and effective school operations.
Learn more about Terry—
Terry joined ISM as a Consultant in 2002. His expertise is in all school financial matters, along with operations, safety and security, marketing, and fundraising.
Terry also created the ISM FAST program, ISM’s cutting-edge financial aid tool.
Terry served a three-year assignment at St. Mary’s School in California as the Head of Finance, Operations, and Advancement. During that assignment, he continued to consult for ISM. Before serving at St. Mary’s School, Terry was a founder and served on the Board of Directors for six years at Trinity Academy in North Carolina, after which he was asked to become the Director of Administrative Services.
Terry earned a bachelor’s degree from East Carolina University in North Carolina and has done graduate work in finance at Regis University in Colorado. He earned the Executive designation through ISM’s Business Certification Program. Terry frequently speaks at many national conferences, including NBOA, NYSAIS, CAIS, FISBO, and AISNE.
Terry’s organization of the process, expertise, perspective, and feedback makes the strategic planning process efficient and enjoyable. This consultation was excellent professional development for all that participated." Jenn Schoepf, Head of School |