Location: Philadelphia, PA ●
Certification Credits: 30 IACP/30 BCP
Working and learning together, the School Head and Business Manager can create a powerful alliance that enables a school to build an enduring culture—while aligning and ensuring excellence of strategic decision-making processes and day-to-day operations. Explore your complementary roles and responsibilities to build a strong professional relationship and support your school's mission for years to come.
Early Bird Discounts end 4/17/2020!
Lock in your Early Bird Savings with a fully refundable $600 deposit. Call to register: 302-656-4944.
Standard Pricing: $3,169 Gold Members // $3,728 General // $2,289 Second Person
A COVID-19 Update: ISM Events
We’re here to answer your questions and concerns during the COVID-19 outbreak. However, we ask that you please email our team at firstname.lastname@example.org and we’ll respond to you as soon as possible. Thank you for your patience during this time.
For more information, please visit our COVID-19 resources page.
The School Head and Business Officer share unique and interdependent responsibilities as stewards of the school's assets. Working and learning together, these executive leaders can create a powerful alliance that enables a school to build an enduring culture—while aligning and ensuring excellence of strategic decision-making processes and day-to-day operations.
This workshop enables School Heads and Business Managers to explore their complementary roles and responsibilities in the areas of strategic financial planning, tuition setting, financial aid, contract negotiations, school culture, and managing complex change. We'll also focus on the correlation between a leader's well-being and the student experience your school offers. When the Executive team of a school attends together, this workshop provides an unparalleled opportunity to build professional relationships while learning proven independent-school-specific principles of practice.
- Define your school's "why."
- Discover what your school's Stability Marker score is and what it implies for your future.
- Learn how to create an administrative structure to ensure the most effective Leadership Team.
- Learn how to employ strategic governance in your school.
- Understand ISM’s research-based system for constructing a strategic plan and strategic financial plan.
- Create recommended strategies for constructing or refining your financial aid process.
- Determine how your school's tuition-setting process can match your mission.
- Build guidelines for dealing with difficult situations.
- Learn the Human Resources life cycle of events.
- Examine Faculty Compensation Structures
- Understand the benefits of a student-centered schedule to help support your mission.
- Explore the three arms of school advancement efforts—admission and enrollment management, fundraising and development, and marketing communications.
- Recognize how to protect and preserve your school's assets.
- Determine how to identify, evaluate, and prioritize risks at your school.
- Explore how your well-being impacts the overall success of the school.
Who Should Attend:
School Heads, Business Mangers, and Business officers of all levels; Head and CFO teams should attend.
Terry L. Moore, BCP-E
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.
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.
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.
Terry earned a BS degree from East Carolina University, Greenville, NC, and has done graduate work at Regis University, Denver, CO.
Andrew Taylor, Ed.D.
Andrew believes in a global perspective for educating children. He brings a wealth of knowledge in independent school administration and teaching, as well as a spirit of innovation and collaboration.
As an ISM Consultant, Andrew shares his expertise in school management, curriculum development, project-based learning, faculty evaluation, fundraising, enrollment, and more. He worked in private-independent schools for 22 years before joining ISM in 2017.
Andrew previously served as Head of Tower School, MA, where he was charged with rationalizing the operating budget, right-sizing the staffing model, and reconfiguring the school schedule to facilitate interdisciplinary instruction and project-based learning.
Before that, he was Head of Lower School at St. Paul’s, MD, where he oversaw the school’s adoption of the International Primary Curriculum. He also facilitated the creation of a project-based learning initiative, implemented a re-defined teacher observation process, and supported asynchronous, online professional development.
Andrew began his career as an undergraduate instructor in Human Genetics, Human Social Biology, and Anatomy & Physiology at Edith Cowan University in Western Australia. He also taught Biology at the high school level.
After immigrating to the United States, he taught science at Brentwood School, CA, where he developed its Lower School Summer Program. Later, he was Director of Admission and Assistant Head of School at St. James’ School, CA, with significant involvement in fundraising and growing enrollment. Andrew was also the Assistant Headmaster and Director of Summer Programs at the John Thomas Dye School, CA.
Conference presentations include co-presentation of Developing an Effective Faculty Evaluation at 2004 CAIS Annual Conference in North Hollywood, CA and Developing and Using Faculty Standards at the 2005 NAIS National Conference in San Diego, CA.
Andrew earned his Doctorate of Education at UCLA, and his master’s degree in Educational Administration from California State University, Northridge. Andrew’s two bachelor’s degrees are in Human Biology and Science Education.
Workshop Schedule (subject to adjustment)
(Continental breakfast is available starting at 7:00 a.m. and breaks are at 10:15 a.m. and 3:00 p.m. daily.)
7:00-8:30 Registration and Breakfast
8:30–10:15 Session One
10:30-12:15 Session Two
12:15-1:15 Lunch with ISM
1:15-3:00 Session Three
3:15-5:00 Session Four
5:00-5:30 General Session
5:30-6:00 Reception with ISM
6:00 Dinner with ISM
8:30–10:15 Session Five
10:30-12:15 Session Six
12:15-1:15 Lunch with ISM
1:15-3:00 Session Seven
3:15-5:00 Session Eight
5:00–6:00 Reception with ISM
8:30–10:15 Session Nine
10:30-12:15 Session Ten
12:15-1:15 Lunch with ISM
1:15-3:00 Session Eleven
3:15-5:00 Session Twelve
5:00–6:00 Reception with ISM
8:30-10:15 Session Thirteen
10:30-12:00 Session Fourteen
The Hilton Philadelphia at Penn's Landing
201 South Columbus Boulevard
Philadelphia, PA 19106
The Hilton Philadelphia at Penn's Landing is on the Delaware River, adjacent to the Independence Seaport Museum and summer activities along the river. It is within walking distance to historic Old City Philadelphia.
A group hotel reservation rate of $219 is available until June 15, 2020. Subject to availability. Please wait until the workshop status is 'confirmed' before making your travel and hotel arrangements.
Make your hotel reservations by:
- Reserving your room online
- Calling 215-521-6500 and let then know you are with ISM or Independent School Management Summer Institute
The Hilton Penns Landing is pet-friendly. Please contact the hotel for details.
Delta Air Lines is pleased to offer special discounts for Independent School Management. Please click here to book your flights.
You may also call the Delta Meeting Network® at 1.800.328.1111* Monday–Friday, 7:00 a.m. – 7:30 p.m. (CT) and refer to Meeting Event Code NMU5P.
Getting there from Philadelphia International Airport
DIRECTIONS: Take the Philadelphia ramp on the left to merge onto I-95 N. Take exit 20 for Columbus Blvd. Turn left onto S Columbus Blvd. Hotel will be on the right.
Distance from Hotel: 11.7 miles
Drive Time: 15 minutes
How will ISM communicate workshop information with me?
It is essential that your school approves the following email addresses from ISM:
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, breakfasts, lunch or dinner daily, and social hours are included.
What is not included in my registration fee?
Hotel accommodations and travel expenses, other meals not noted.
What should I wear?
Meetings rooms are generally cold, as temperature control in meeting spaces and large convention centers is difficult. Please bring a sweater, jacket, or sweatshirt.
Summer temperatures average mid-80s to a low of 65. It can get quite hot—into the 90s—and humid. The classrooms and guest rooms are usually comfortable, but you may want to dress in layers in case the rooms are too warm or too cool for you. Dress is casual. Wear whatever is comfortable—jeans, sweat shirts, sweaters, etc. For current weather conditions, we recommend checking weather.com.
What should I bring?
You’ll receive a letter from your workshop instructor letting you know what to bring. However, please bring a laptop or tablet for online access.
Where can I work out?
The Hilton Penns Landing offers a fitness center and a pool, as well as bicycle rentals. Since the hotel is located on the river, you have easy access to walking in Old City, as well as on the riverfront.
Can my special dietary requirements be met?
Absolutely. Just give the Workshops Department a call at 302-656-4944, and we'll make sure your needs are accommodated.
How much free time will I have?
There are periods before, between, and after workshop sessions for relaxation, recreation, and socializing.
Should I need medical or dental attention, where should I go?
Should you need medical attention in a non-emergency, notify ISM staff and the hotel staff. The hotel can recommend what facilities are available, and may be able to supply transportation. In an emergency, call 911.
COVID-19 (Novel Coronavirus) Update
We take the health and safety of our school leaders seriously.
ISM fully anticipates holding our upcoming events, including Summer Institute and Advancement Academy, successfully. That said, we're planning for every possibility.
In order to ensure the best experience, we want you to know that we take the health and safety of our participants seriously. ISM will proactively engage with our attendees with needed updates to minimize any disruption to their experience.
You are welcome to reserve your seat and lock in Early Bird pricing for an upcoming Summer Institute workshop or Advancement Academy with a refundable $600 deposit. Once you’ve reserved your seat, please make sure your workshop is confirmed before making travel arrangements. Make your deposit by calling in to our workshops department at 302-656-4944 or emailing email@example.com.
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 our contact form.
Confirmation and Cancellation Policy
We will correspond with you through email as soon as your workshop is confirmed, no later than two weeks prior to its start date. Occasionally, we may be forced to cancel an unconfirmed, scheduled workshop due to insufficient registration. So we ask that you do not make non-refundable travel arrangements until you receive notice that your workshop is confirmed. (ISM will not be responsible for any change/cancellation charges assessed by your airline or travel agent.)
Tuition Payment and Cancellation Policy for In-Person, Group-based Programs
Tuition must be paid in full 10 business days prior to the start date of the in-person, group-based program. 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 firstname.lastname@example.org, faxing to 302-656-0647, or mailing to: Professional Development Coordinator, ISM, 1316 N. Union St., Wilmington, DE, 19806.
- 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.
- There will be no refunds for cancellations made less than 15 business days before the start of the program. For registrations paid for with membership Gold Dollars, the member school will receive a 50% refund of Gold Dollars.
- 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
Should an attendee need to cancel less than 15 days prior to the start date of the workshop, the school has two options to avoid penalty. Schools may also exercise these options at anytime for cancellations.
- The school may substitute another employee.
- 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 Professional Development Coordinator at 302-656-4944 x152.
*We DO NOT accept enrollments from consultants.
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.
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7/27/2020 — 7/31/2020
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